Spencer Corzine, CFP®
Cedar Park, Texas, 78613-6902
Member Since 2008
We are dedicated to providing an Advisor - Client relationship unlike anything you may have experienced in the past. We do this by treating our engagement with the heart of a teacher and not a sales person. We keep in close touch with our clients and mandate that telephone calls are returned within 24 - hours. We know your time is valuable and therefore meetings can be held in your home during the day or evening for your convenience. Maybe more important than all of the above is that you will have an understanding of what your investments are, how they work and what you can expect from them. We explain things in terms that you will understand so that you have a high comfort level with what you own.
My Location
Background Information
Years of Financial Experience
- 10
Education
- S.U.N.Y Brockport (B.A. Accounting)
Certifications and Designations
- CFP®
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee, Fixed fee
- Investment Services: Asset-based fee, Hourly fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Fidelity/National Financial Srvs
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
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: 2940880
- Securities Registrations: Series 65, Series 63, Series 7, Series 24, 55
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health, Property & Casualty
Company Names
- Broker/Dealer: Wall Street Financial Group
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Delaware
- Florida
- New York
- North Carolina
- South Carolina
- Texas
- WDC
Planning Services
- Financial Planning, Retirement, College Funding, Tax
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- Mutual Funds, Securities, Commodities, REITs, Limited Partnerships
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income, Business
Visit Website - http://www.avhinvest.com
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