Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lawrence Tuyo is a financial advisor currently registered with Copper Financial. David has over 18 years of experience in the financial services industry. David has been with Copper Financial since July 2020. Previously, David was a financial advisor with CUSO FINANCIAL SERVICES, L.P. for over 6 years. David holds a Series 7, Series 63, Series 66 and SIE license. David provides a range of financial services including financial planning, educational seminars and portfolio management for individuals. David also provides selection of other advisers.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Fees from third-party managers to whom we refer business
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
07/07/2020 - Present
Copper Financial (Los Angeles CA)
CA
05/05/2014 - 06/30/2020
CUSO FINANCIAL SERVICES, L.P. (Los Angeles CA)
FL
11/12/2009 - 08/02/2012
PRIMEVEST FINANCIAL SERVICES, INC. (PENSACOLA FL)
FL
02/12/2008 - 04/27/2009
LPL FINANCIAL CORPORATION (JACKSONVILLE FL)
TN
09/18/2006 - 07/24/2007
PRIMEVEST FINANCIAL SERVICES, INC. (NASHVILLE TN)
FL
05/24/2005 - 07/03/2006
MORGAN KEEGAN & COMPANY, INC. (PENSACOLA FL)
KS
10/09/2003 - 05/24/2005
CU INVESTMENT SOLUTIONS, INC. (OVERLAND PARK KS)
MO
05/15/2001 - 08/25/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 10/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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