Kris
Persinger

Lexaurum Advisors

CRD#1741875
Investment Advisor
in Washington, DC

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About this Advisor

Kris Persinger is a certified financial planner operating in Washington, District Of Columbia who has 2 years of industry experience. Persinger currently works for Lexaurum Advisors. During their career, Persinger has held roles at Vsr Financial Services, Inc, Vsr Advisory Services, Persinger Planning, LLC, Summit Brokerage Services, Inc, Summit Financial Group Inc, Cetera Advisor Networks LLC, Lexaurum Advisors, LLC and Brokers International Financial Services. Persinger holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to work in District Of Columbia and Texas. Lexaurum Advisors is a registered investment company headquartered in Stilwell, KS. The company has offices in 20 locations and a total of 42 financial advisors. It handles $604 million in total assets across its 3,466 client accounts, placing it among the bigger firms in the country by assets under management. The firm serves 20 charitable organizations. Of its 3,466 accounts, just 13% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Lexaurum Advisors provides a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually depend on the type of financial services offered. Fee types billed by Lexaurum Advisors likely include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Washington, DC

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Lexaurum Advisors Brokerage Details

Total Assets Under Management

$604,128,786

DC Average: $2,243,162,756
Total Number of Employees

42

DC Average: 44
Total Number of Accounts

3,466

DC Average: 4,091
Average Account Size

$174,301

DC Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Kris Persinger Work History

Kris has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lexaurum Advisors, LLC

2021 - Present (3 years)

Brokers International Financial Services

2008 - Present (16 years)

Persinger Planning, LLC

2019 - 2021 (2 years)

Cetera Advisor Networks LLC

2016 - 2019 (3 years)

Summit Brokerage Services, Inc

2016 - 2021 (5 years)

Summit Financial Group Inc

2008 - 2016 (8 years)

Vsr Financial Services, Inc

2008 - 2016 (8 years)

Vsr Advisory Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kris Persinger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lexaurum Advisors

Peter Hughes
Stilwell, KS
Nixon James
Rancho Cucamonga, CA
Thomas Doellman
Chesterfield, MO
Bryce Littler
Stilwell, KS
Kyle Harsha
Smithville, MO
Joseph Hassen
Stilwell, KS
Gary Chidsey
Medina, OH
Edna Kowitz
Owings Mills, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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