David
Tuyo

Copper Financial

CRD#4371854
Investment Advisor
in Los Angeles, CA

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About this Advisor

David Tuyo is a financial advisor based out of Los Angeles, California who has 3 years of industry experience. Tuyo is on the advisory team at Copper Financial. The advisor has gained experience at Cuso Financial Services Lp, Power Financial Credit Union, Lending Solutions Consulting, University Credit Union and Copper Financial Network LLC. Tuyo holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to serve investors in California. Copper Financial is a financial advisory company that has its headquarters in Lenexa, KS. The company has offices in 28 locations and a total of 50 financial advisors. It oversees $276 million in assets among its 2,406 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 2,406 client accounts, just 1% are associated with high-net-worth investors who have more than $1 million in investable assets. Copper Financial has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules largely depend on the financial services offered. However, fees charged by Copper Financial can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1500 S Sepulveda Blvd
Los Angeles, CA 90025

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Copper Financial Brokerage Details

Total Assets Under Management

$275,772,959

CA Average: $2,243,162,756
Total Number of Employees

50

CA Average: 44
Total Number of Accounts

2,406

CA Average: 4,091
Average Account Size

$114,619

CA Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

David Tuyo Work History

David has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Copper Financial Network LLC

2017 - Present (7 years)

University Credit Union

2014 - 2020 (6 years)

Cuso Financial Services Lp

2014 - 2017 (3 years)

Power Financial Credit Union

2012 - 2014 (2 years)

Lending Solutions Consulting

*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 David Tuyo 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 Copper Financial

Scott Adams
Leawood, KS
Jordan Rehagen
Lenexa, KS
Heath Burch
Leawood, KS
Taylor Ahern
Kansas City, MO
Robert Steinbeck
Lenexa, KS
Chase Dalton
Kansas City, MO
Nicholas Marlo
Lenexa, KS
Joseph Kraemer
Blue Springs, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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