Cory Persson, CFA, CFS, financial advisor Corona CA
100 score

Cory Persson, CFA, CFS

CRD 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.

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Professional Designations
Company Name Location Dates Years
Pacific Capital Corona, CA Dec 2013 - Current 3
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
Contact Info for Cory A. Persson, CFA, CFS
By the Numbers
  • Total Assets Under Management
    156
    MILLIONS
  • Total Number of Accounts
    320
    ACCOUNTS
  • Average Account Value
    $487,500
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

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BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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