David Tuyo (CRD# 4371854) is an Investment Advisor Representative working at Copper Financial in Los Angeles, CA and has over 22 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Copper Financial Network LLC | Lenexa, KS | Jul 2020 - Current | 3 |
University Credit Union | Los Angeles, CA | Jul 2017 - Current | 6 |
Cuso Financial Services LP | San Diego, CA | May 2014 - Jun 2020 | 6 |
Power Financial Credit Union | Pembroke Pines, FL | May 2014 - Jul 2017 | 3 |
Lending Solutions Consulting | Gulf Breeze, FL | Jul 2012 - May 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2001 |
S66 | NASAA Uniform Combined State Law Examination | Oct 2006 |
- CA
-
Total Assets Under Management306MILLIONS
-
Total Number of Accounts2,791ACCOUNTS
-
Average Account Value$109,799
- 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)
- Educational seminars/workshops
- Other
AR, AZ, CA, CO, CT, FL, GA, IA, IL, KS, LA, MA, MD, MN, MO, NC, NE, NJ, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA
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