Cory Persson, CFA, CFS – Axxcess Portal

Cory Persson, CFA CFS

Director of Investments

Cory Persson heads up investment strategy for Axxcess. Cory is a CFA charterholder, and is responsible for the firms external third party "sleeve manager" relationships and diligence. Advisors work with Cory and his team to design, implement and monitor client investment allocations on the Axxcess Platform

Schedule a time to talk or register below to take a tour of the Axxcess Portal.

cory@axxcesswealth.com 858.217.5347 xx 320

Returning users

Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration.Securities are offered by Arete Wealth Management, LLC member FINRA, SIPC, NFA.

Axxcess offers advisory services independent of Arete. Neither firm is affiliated.

Pursuant to the March 13, 2020 Exemptive Order issued by the Securities and Exchange Commission (the “SEC”) allowing an extension of the Annual ADV filing deadline, Axxcess Wealth Management, LLC has elected to request such an extension and intends to file by April 10, 2020.

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