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Raymond Russell Prophater

Persium Advisors, LLC

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About Raymond Russell Prophater

Raymond Prophater is a registered Investment Advisor Representative with Persium Advisors, LLC. Raymond has been in the industry for over 23 years and has experience with various firms including SunTrust Investment Services, Inc., MetLife Securities Inc. and Metropolitan Life Insurance Company. Raymond has passed the Series 7, Series 24 and Series 63 and Series 65 examinations. Raymond's specializations include Business and/or Family Offices; Retirement Planning; Investment Advisory Services; Financial Planning; Business Exit Planning, and College Planning.

Firm Information

Raymond Prophater 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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Raymond Prophater’s Registration & Firm History

GA

01/12/2012 - Present

Persium Advisors, LLC (ATLANTA GA)

GA

12/10/2002 - 11/23/2010

SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)

MA

11/30/2000 - 11/01/2002

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

11/30/2000 - 11/01/2002

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

MA

02/17/1999 - 09/14/2000

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

02/17/1999 - 09/14/2000

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/17/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/16/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/10/2002

Series 24 - General Securities Principal Examination

BC

Issued 01/21/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Raymond Russell Prophater.
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