wiseradvisor

Spencer Corzine, CFP®, CERTIFIED FINANCIAL PLANNER
AVH Invest

Tel: 512-588-2770
500 E. Whitestone Blvd.
P.O. Box 1977
Cedar Park, TX 78630

Opportunity Through Transition

AVH Invest | Financial Advisor in Cedar Park ,TX


About AVH Invest

We are dedicated to providing a unique Advisor - Client relationship. Our approach is treating our engagement with the heart of a teacher and not a sales person. We keep 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. More importantly, you will have an understanding of the nature of your investments, how they work and what you can expect from them. We explain things in terms you will understand so that you have a high comfort level with what you own.

We offer Full service financial planning. We currently serve 1,000 clients and $130,000,000 of assets under management. We are affiliated with a fully independent Broker Dealer with no proprietary products.


General Information

Firm Start Year:   1997
No.of Employees:   5-9
Gender:   Male
Insurance License#:   LA-951910
Name of Broker/Dealer:   Securities America, Inc.
Name of Custodial Firm:   National Financial Services
States Licensed in:   AL, AZ, CA, DC, FL, GA, HI, ID, IL, KY, LA, ME, MD, MI, NV, NH, NJ, NY, NC, OH, PA, SC, SD, TN, TX, VT, VA, WY
Number of Years with Current Firm:   5
Work Experience:   Wall Street Financial Group Merrill Lynch
I work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided:   Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning


Services

Investment Types:   Options, Stocks, Mutual Funds, Bonds, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via Email, At your home, At my office, Via Phone, At your office, Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Health, Disability, Accident, Annuity, Variable Life, Life, Variable Annuity, Long Term Care
Non-Financial Organization Memberships:   NFLPA Registered Advisor (National Football League Players Association)


Firm Information

Firm's Number of Clients:   2000
Firm's Number of Planning Clients:   500
Firm's Number of Managed Clients:   500
Assets Managed by Firm:   $250,000,000
Advisor's Number of Clients:   750
Advisor's Number of Managed Clients:   500
Advisor's Number of Planning Clients:   500
Assets Managed by Advisor:   $130,000,000


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Based on Assets, Hourly, Flat Fee, Commissions
Fee % Based on Assets:   1
Flat Fee Rate:   Depends
Additional Details on Charges:   VERY transparent and work with my clients to find a method that's suitable for them.
Minimum Fee Charged for Managed Accounts:   $250
Minimum Fee Charged for Flat Fee Accounts:   $250


Education

Bachelors - Accounting  S.U.N.Y Brockport - Brockport, NY
1995- 1997



Faqs

  • Do you have a customer satisfaction or refund policy? My goal is to treat every client like they are my only client.
  • Why should I choose you as my financial advisor? CRD/IARD Number: 2940880 Securities Licenses: Series 65, Series 63, Series 7, Series 24, 55 Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health, Property & Casualty, B.A. Accounting degree
  • What are your qualifications? What is your education background? Plan development with fine-tuning changes when appropriate
  • How do you charge for your services? Financial Planning, Investment Management, Life Insurance, Disability Insurance, Retirement Planning, 401(k) Rollover Assistance
  • How are you compensated? How will I pay for your services? Approximately 800
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Disclosures

Please see my website for additional information and disclosure www.avhinvest.com. FINRA Broker Check https://brokercheck.finra.org/


Disclaimer

Securities offered through Securities America, Inc. member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. AVH Invest and Securities America are separate companies.

Spencer Corzine

Spencer Corzine

CFP®, CERTIFIED FINANCIAL PLANNER

As a financial professional with over 23 years' experience, I have a passion for helping clients make wise financial decisions during challenging life events. A change in career whether by choice or through other circumstances can have a lasting impact on personal finances. Having unbiased counsel helping you work through major decisions often brings clarity and direction to your long-term plan. This guidance is offered with "the heart of a teacher" and a low pressure approach.

Investments and Financial Planning can be complicated endeavors. I pride myself in having the ability to explain investing concepts in terms people understand. As an independent Advisor I have no allegiances to any one particular investment product sponsor over another. My primary drive is to help develop and implement portfolios that best meet my clients long-term goals and ensure they understand how it benefits them.

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My Services

Financial Planning for Businesses

AVH Invest offers customized transition planning with experience, transparency and integrity. When you request a complimentary consultation, you will meet one-on-one with an experienced financial advisor to discuss your specific needs. Together we go through our L.E.A.D. planning process and develop a strategy taking into account your resources, goals, time-horizon and tolerance for risk.


Financial Planning for Individuals

AVH Invest offers customized transition planning with experience, transparency and integrity. When you request a complimentary consultation, you will meet one-on-one with an experienced financial advisor to discuss your specific needs. Together we go through our L.E.A.D. planning process and develop a strategy taking into account your resources, goals, time-horizon and tolerance for risk.


Financial Advice & Consulting

AVH Invest offers customized transition planning with experience, transparency and integrity. When you request a complimentary consultation, you will meet one-on-one with an experienced financial advisor to discuss your specific needs. Together we go through our L.E.A.D. planning process and develop a strategy taking into account your resources, goals, time-horizon and tolerance for risk.


My Team

Office Hours

wiseradvisor-balck-li-img Mon. 7:00 AM - 9:00 PM
wiseradvisor-balck-li-img Tue. 7:00 AM - 9:00 PM
wiseradvisor-balck-li-img Wed. 7:00 AM - 9:00 PM
wiseradvisor-balck-li-img Thu. 7:00 AM - 9:00 PM
wiseradvisor-balck-li-img Fri. 7:00 AM - 9:00 PM
wiseradvisor-balck-li-img Sat. 7:00 AM - 9:00 PM

Communities Served

Austin Bertram
Dripping Springs Florence
Georgetown Hutto
Jarrell Leander
Liberty Hill Manor
Marble Falls Pflugerville
Round Rock Spicewood
Taylor

Compensation Arrangements

Bank Transfer

Social Networks

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