August Perazzini

Brentwood, Tennessee, 37027

Member Since 2006

It is my continuing effort to offer each of my clients with nothing less than superior service, professionalism and expertise.

My Location

Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee
- Investment Services: Asset-based fee, Fixed fee, Commissions (Investment Products), Commissions (Insurance Products)
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Pershing
Additional Business Practices
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly

Registration & Licensing
- CRD/IARD Number: 2907194
- Securities Registrations: Series 66, Series 63, Series 7
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Broker/Dealer: Securities Service Network, Inc
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Firm Disclosures
- Securities offered through Securities Service Network, Inc. Member FINRA / SIPC. Fee-based advisory services offered through SSN Advisory Inc, a registered investment advisor. This is a paid advertisement.
Additional Disclosure(s)
- View Statement
  Securities offered through Securities Service Network, Inc. Member FINRA / SIPC. Fee-based advisory services offered through SSN Advisory Inc, a registered investment advisor. This is a paid advertisement

Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies

Visit Website - http://www.wealthpointfinancialgroup.com