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Perry Truscon

2 Years of Experience
Ishpeming, MI
BrokerSells Insurance

Perry Truscon is a registered investment advisor, based in Ishpeming, MI, with 2 years of industry experience.

Location

743 Palms Avenue, Ishpeming, MI, 49849

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Perry sells fixed insurance products with various companies and provides financial services at First Bank, each taking nearly full-time hours. Perry also co-owns an agricultural business, is treasurer for a non-profit, and owns an insurance DBA, each taking minimal time.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
February 2024 - Present · 2 yrs 3 mos
Cetera Investment Advisers LLC
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Hantz Financial Services, INC.
November 2022 - June 2023 · 7 mos
Hantz Financial Services, INC.Broker
September 2022 - June 2023 · 9 mos
State Registrations19 states
AKALAZCACODCFLIDILMIMNMTNCNYOHSCVAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.