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Stephen Lyle Griner

Persium Advisors, LLC

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About Stephen Lyle Griner

Stephen Lyle Griner is an investment advisor representative with Persium Advisors, LLC. Stephen has been in the financial services industry since 2002. Stephen is registered to provide investment advice in Alabama, Georgia, and Texas. Stephen is also a Chartered Financial Analyst. Stephen has experience providing investment advice to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. Stephen's background includes working for SECURIAN FINANCIAL SERVICES, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY.

Firm Information

Stephen Griner 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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Stephen Griner’s Registration & Firm History

GA

12/05/2021 - Present

Persium Advisors, LLC (ATLANTA GA)

GA

03/29/2004 - 07/02/2010

SECURIAN FINANCIAL SERVICES, INC. (ATLANTA GA)

MA

02/07/2002 - 03/26/2004

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

02/07/2002 - 03/26/2004

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/29/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/15/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/11/2007

Series 24 - General Securities Principal Examination

BC

Issued 02/06/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Lyle Griner.
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