Cory Persson, CFA, CFSCRD Number: 6281131
Current Firm: Pacific Capital
Compensation Model: Fee Only
Cory Persson, CFA, CFS (CRD# 6281131) is an Investment Advisor Representative working at Pacific Capital in Corona, CA and has over 2 years of experience in the finance industry. He is a CFA® charterholder and has the CFS® designation (Certified Fund Specialist®). Cory has also passed the Series 65 Exam.
Dorman Skorheim Wealth Management LLC
Rs Crum Inc.
Eclectic Associates, Inc.
|Pacific Capital||Corona, CA||Dec 2013 - Current||4|
|Comcast Corporation||Los Angeles, CA||Jul 2013 - Dec 2013||< 1|
|Comcast Corporation||Atlanta, GA||Jul 2012 - Jul 2013||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2014|
Total Assets Under Management119MILLIONS
Total Number of Accounts309ACCOUNTS
Average Account Value$385,113
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX, UT