Persium Advisors, LLC
Persium Advisors, LLC (CRD# 128335) is a financial advisory firm headquartered in Atlanta, GA. They manage $280,429,660 in 321 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management280MILLION
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Total Number of Accounts321ACCOUNTS
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Average Account Value$873,613
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AL, FL, GA, TX
William Bowen (CRD# 5955126) is an Investment Advisor Representative working at Persium Advisors, LLC in Atlanta, GA and has over 12 years of experience in the finance industry. William Bowen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Nancy Custer (CRD# 6101922) is an Investment Advisor Representative working at Persium Advisors, LLC in Atlanta, GA and has over 11 years of experience in the finance industry.
Stephen Griner (CRD# 4468126) is an Investment Advisor Representative working at Persium Advisors, LLC in Atlanta, GA and has over 22 years of experience in the finance industry.
Michael Murray (CRD# 5709922) is an Investment Advisor Representative working at Persium Advisors, LLC in Atlanta, GA and has 1 year of experience in the finance industry. Michael Murray has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Raymond Prophater (CRD# 3174547) is an Investment Advisor Representative working at Persium Advisors, LLC in Atlanta, GA and has over 25 years of experience in the finance industry.
Joel Rabanal (CRD# 7005993) is an Investment Advisor Representative working at Persium Advisors, LLC in Atlanta, GA and has over 5 years of experience in the finance industry.
Patrick Ungashick (CRD# 3008861) is an Investment Advisor Representative working at Persium Advisors, LLC in Atlanta, GA and has over 26 years of experience in the finance industry.
Kimberly Brown (CRD# 7785431) is an Investment Advisor Representative working at Persium Advisors, LLC in Atlanta, GA and has 1 year of experience in the finance industry.