Troy PersynCRD Number: 3157244
Current Firm: Cuso Financial Services, LP
Troy Persyn (CRD# 3157244) is an Investment Advisor Representative working at Cuso Financial Services, LP in Fort Hood, TX and has over 18 years of experience in the finance industry.
Financial Planning Professionals, Inc.
Bbva Wealth Solutions Inc.
|Cuso Financial Services, LP||San Diego, CA||Sep 2015 - Current||2|
|Next Financial Group, Inc.||San Antonio, TX||Oct 2005 - Aug 2015||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
|S65||NASAA Investment Advisors Law Examination||Mar 2005|
Total Assets Under Management1,812MILLIONS
Total Number of Accounts14,085ACCOUNTS
Average Account Value$128,623
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV