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Cory Persson

Axxcess Wealth Management, LLC
11 Years of Experience
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Axxcess Wealth Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
8,726 clients
Average Client Portfolio
$725K average
Assets Under Management
$6.3B

Fee Structure

Financial Planning:Included in AUM fee

Location

6005 Hidden Valley Road, Suite 290, Carlsbad, CA, 92011

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Axxcess Wealth Management, LLC
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Axxcess Wealth Management, LLC
January 2022 - December 2021 · 0 mos
Axxcess Wealth Management, LLC
March 2018 - December 2021 · 3 yrs 9 mos
Pacific Capital
January 2014 - April 2018 · 4 yrs 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.