Unclaimed Profile

Cory Persson

AXXCESS WEALTH MANAGEMENT, LLC·CARLSBAD, California

Series 65Clean record12 years registeredAXXCESS WEALTH MANAGEMENT, LLC

6005 HIDDEN VALLEY ROAD, CARLSBAD, CA 92011CRD# 6281131Firm CRD# 164081

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cory Persson · CARLSBAD, CA

Registration

CRD #6281131 · AXXCESS WEALTH MANAGEMENT, LLC · 12 years registered

Brand Profile

Not yet started

Career History

AXXCESS WEALTH MANAGEMENT, LLC

Jan 2022 – present

AXXCESS WEALTH MANAGEMENT, LLC

Mar 2018 – Dec 2021

CARLSBAD, CA

PACIFIC CAPITAL

Jan 2014 – Apr 2018

CORONA, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 7, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AXXCESS WEALTH MANAGEMENT, LLC

CRD 164081 · SEC 801-76763

AUM

$6.5B

Regulatory assets under management

Employees

24,090 client accounts

Services offered by AXXCESS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AXXCESS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Cory Persson offer?

Cory Persson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CARLSBAD, California for a consultation.

What are Cory Persson's credentials?

Cory Persson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cory Persson located?

Cory Persson is based in CARLSBAD, California, working with AXXCESS WEALTH MANAGEMENT, LLC. Their office serves clients in the CARLSBAD metropolitan area and surrounding communities.

How does Cory Persson charge for services?

Cory Persson's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AXXCESS WEALTH MANAGEMENT, LLC?

AXXCESS WEALTH MANAGEMENT, LLC has approximately 78 employees and manages $6.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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