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Perry Lee Acuff

CRD# 3147258·Registered 1999 - 2024
Previously Registered: Being a previously registered professional could mean that Perry 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.

Professional Summary

Perry Lee Acuff, who also goes by Perry Lee Acuff, was a registered financial advisor. Perry was a previously registered financial professional and started their career in finance 1999 - 2024. Perry had worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Perry Lee Acuff

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

27 years in the financial services industry

Current & Past Employments

AVANTAX ADVISORY SERVICES·CRD# 104556
RIA
Loganville, GA
April 2, 2003 - June 3, 2024
AVANTAX INVESTMENT SERVICES, INC.·CRD# 13686
BD
Loganville, GA
September 13, 1999 - June 3, 2024

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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

Contact Information

Main Address

3200 Olympus Blvd Suite 100, Dallas, TX 75019

Phone Number

(972) 870-6000

# of Employees

2,278

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV 2A FIRM BROCHURE (3/31/2025)

Regulatory Assets Under Management

Total Number of Accounts

140,306

AUM (Assets Under Management)

$46,109,939,749

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/13/2024Cover PageReport
11/28/2023Cover PageReport

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 1999About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Sep 1999About the Series 6 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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