PA
Perry L. Acuff
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CRD#: 3147258
PA
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Perry Lee Acuff, who also goes by Perry Lee Acuff, was a registered financial professional .
Perry is a previously registered financial professional and started their career in finance in 1999. Perry had worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Perry Lee Acuff
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Fiduciary Appointment-Trustee~1920 Hwy 81 South~Loganville~GA~30052~4/13/2014~10hrs~2hrs~Processing applications for tuition payment requests, overseeing investment of the funds for the operation of the trust and follow up on student transcripts 2) Avantax Insurance Agency, LLC~Loganville, GA~Equity Indexed Annuity~Agent~3/9/2017~10hrs~10hrs~I may have the ability to sell any, or all of the following products: variable annuities, fixed annuities, any/all types of index annuities, variable insurance (e.g. VUL/VIL). 3) Young Americans Christian School~1701 Honey Creek Road SE~Conyers~GA~30013~Board Position/Officer~Other~1/1/2009~1hrs~0hrs~Chairman of the board and financial statement preparation 4) CORINTH CHRISTIAN~1635 HWY 81 SW~LOGANVILLE~GA~30052~Business Manager~Business/Management Consultant~1/1/2010~10hrs~0hrs~Signer on church bank account for salaries and payables 5) Acuff Accounting & Tax Services Inc.~1920 Hwy 81~Loganville~GA~30052~Accounting Services/Tax Preparation~Owner~1/1/2000~100hrs~30hrs~CEO, Enrolled Agent enrolled to prepare tax returns for individuals and corporations and the overall direction for the company. 6) Acuff Management LLC~1920 Hwy 81 South~Loganville~GA~30052~Rental Property~Owner~5/21/2019~1hrs~1hrs~I collect the rent and oversee the property 7) CORINTH CHRISTIAN CHURCH INC. POSITION: CFO and Reg Agent NATURE: The church is incorporated in the state of Georgia and I serve as the Chief Financial Officer and the registered agent INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2019 ADDRESS: 1635 GA Highway 81 S, Loganville GA 30052, United States DESCRIPTION: I keep the corporation in good standing with the state of Georgia by filing the annual license and receiving any communications from the state. 8) WALTON COUNTY CHRISTIAN LEARNING CENTER INC. POSITION: Treasurer NATURE: I am listed on the Secretary of State site so I can receive the email of the annual update and payment required of the corporation. The accounting side of our business which I don't own prepares a financial report for this organization as well as makes deposits for this organization. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2021 ADDRESS: PO Box 678, Monroe GA 30655, United States DESCRIPTION: Very limited just to keep the corporation in good standing with the secretary of state. 9) ACUFF FINANCIAL SERVICE INC. POSITION: Employee-Tax Preparer NATURE: Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 108 SECURITIES TRADING HOURS: 108 START DATE: 01/01/2020 ADDRESS: 1920 GA Highway 81 S, Loganville GA 30052, United States DESCRIPTION: I help with tax preparation overflow.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
April 2, 2003 - June 3, 2024
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
LOGANVILLE, GA
Past
September 13, 1999 - June 3, 2024
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Loganville, GA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AA
AVANTAX ADVISORY SERVICES
1ST GLOBAL ADVISORY SERVICES | HD VEST ADVISORY SERVICES | H.D. VEST ADVISORY SERVICES, INC | AVANTAX WEALTH MANAGEMENT | AVANTAX ADVISORY SERVICES, INC. | AVANTAX ADVISORY SERVICES
CRD#: 104556 / SEC#: 801-29892
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Contact information
Main Address
3200 Olympus Blvd Suite 100, Dallas, TX 75019
Mailing Address
Phone number
(972) 870-6000
Established
Firm type
Fiscal year end
# of Employees
2,278
Regulatory assets under management
| Total Number of Accounts | 140,306 |
| AUM (Assets Under Management) | $ 46,109,939,749 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/13/2024 | ||
| 11/28/2023 | ||
| 12/16/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
