Persium Advisors, LLC
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About this Advisor
Nancy Custer is a financial advisor who works out of Atlanta, Georgia, who has 11 years of relevant experience. Custer is on the advisory team at Persium Advisors, LLC. They have been with Persium Advisors, Llc for their complete career. Custer has a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in Georgia. Persium Advisors, LLC is a financial advisory company that has its headquarters in Atlanta, GA. It has $280 million in total assets among its 321 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 321 customer accounts, 30% belong to high-net-worth investors who have more than $1 million in investable assets. Persium Advisors, LLC performs a few services, such as portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial management fees usually depend on the financial services offered. However, fees charged by Persium Advisors, LLC likely consist of asset-based and fixed fees.
Certifications and Registrations
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Persium Advisors, LLC Brokerage Details
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Nancy Custer Work History
Nancy has been registered as a financial advisor for 11 years.*
White Horse Advisors
*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.
Please visit the SEC profile of Nancy Custer 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 Persium Advisors, LLC
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