Perry AcuffCRD Number: 3147258
Current Firm: Avantax Advisory Services
Perry Acuff (CRD# 3147258) is an Investment Advisor Representative working at Avantax Advisory Services in Loganville, GA and has over 23 years of experience in the finance industry.
Lpl Financial LLC
Ridge Capital Management, LLC
Wells Fargo Advisors Financial Network, LLC
|Acuff Financial Service Inc.||Loganville, GA||Jan 2020 - Current||3|
|Acuff Management LLC||Loganville, GA||May 2019 - Current||3|
|Avantax Insurance Agency, LLC||Loganville, GA||Mar 2017 - Current||6|
|Acuff Accounting & Tax Services Inc.||Loganville, GA||Jan 2000 - Current||23|
|Avantax Advisory Services||Loganville, GA||Dec 1999 - Current||23|
|Avantax Investment Services, Inc.||Loganville, GA||Oct 1998 - Current||24|
|Acuff Accounting & Tax Service||Loganville, GA||Sep 1997 - Current||25|
|Pennington Educational Trust||Loganville, GA||Apr 2014 - Oct 2017||3|
|Executor Estate Of Vanis Pennington||Loganville, GA||Apr 2014 - Jul 2015||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1999|
Total Assets Under Management34,341MILLIONS
Total Number of Accounts111,856ACCOUNTS
Average Account Value$307,006
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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