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Nancy Elizabeth Custer

Persium Advisors, LLC

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About Nancy Elizabeth Custer

Nancy Custer is an Investment Advisor Representative associated with Persium Advisors, LLC. Nancy has been in the industry since August 2012. Nancy holds a Series 65 license. Nancy Elizabeth Custer is registered to provide investment advice in Georgia.

Firm Information

Nancy Custer is currently registered with Persium Advisors, LLC. Persium Advisors, LLC is an Atlanta, Georgia-based investment advisor with approximately $436,508,878 in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services for individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Persium Advisors, LLC also offers educational seminars for clients. The firm has 8 investment advisor representatives and a total of 9 investment advisory functions.
Persium Advisors, LLC

2100 RIVEREDGE PARKWAY

ATLANTA, GA 30328

$436.51M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nancy Custer’s Registration & Firm History

GA

08/24/2012 - Present

Persium Advisors, LLC (ATLANTA GA)

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Licenses & Designations

IA

Issued 08/17/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nancy Elizabeth Custer.
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