Spencer Corzine, financial advisor Leander TX

Spencer Corzine

Anderson-VanHorne Associates, Inc.

CRD Number: 2940880
Current Firm: Securities America Advisors, Inc.
Compensation Model: Both
Spencer Corzine (CRD# 2940880) is an Investment Advisor Representative working at Wall Street Financial Group, Inc. in Cedar Park, TX and has over 18 years of experience in the finance industry. Spencer Corzine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Anderson Van Horne Associates Penfield, NY Feb 2023 - Current 1
Securities America, Inc. Cedar Park, TX Sep 2016 - Current 7
Securities America Advisors, Inc. Cedar Park, TX Sep 2016 - Current 7
Anderson Van Horne Associates Victor, NY May 2002 - Feb 2023 20
Wall Street Financial Group Rochester, NY Sep 2000 - Sep 2016 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1997
S65 NASAA Investment Advisors Law Examination Sep 2001
Contact Info for Spencer M. Corzine
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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