Cory
Persson
Axxcess Wealth Management, LLC
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About this Advisor
Cory Persson is a chartered financial analyst based in Carlsbad, California, who has 1 year of industry experience. Persson currently works for Axxcess Wealth Management, LLC. During their career, Persson has held roles at Pacific Capital, Comcast Corporation and Axxcess Wealth Management, LLC. Persson has a Series 65 license, certifying them as an investment advisor representative, and can operate in California. Axxcess Wealth Management, LLC is a financial advisory company based out of Carlsbad, CA. The investment advisory business has offices in 23 locations and a total of 78 employees. It oversees $3 billion in total assets between its 9,690 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 14 charitable organizations. Of its 9,690 client accounts, just 13% belong to high-net-worth investors who have greater than $1 million in assets. Axxcess Wealth Management, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules typically are based on which services the firm provides the client. Fees charged by Axxcess Wealth Management, LLC may include any combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Axxcess Wealth Management, LLC Brokerage Details
$3,399,618,044
78
9,690
$350,838
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Cory Persson Work History
Cory has been registered as a financial advisor for 1 years.*
Axxcess Wealth Management, LLC
Pacific Capital
Comcast Corporation
Comcast Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cory Persson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Axxcess Wealth Management, LLC
Carlsbad, CA
Charleston, WV
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Lantana, TX
Carlsbad, CA
Carlsbad, CA
Carlsbad, CA
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