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William Carey Bowen

Persium Advisors, LLC

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About William Carey Bowen

William Carey Bowen is a financial advisor with Persium Advisors, LLC. William has been in the industry since 2011 and has a Series 6 and Series 63 license. William has also been registered as an Investment Advisor Representative in Georgia, Texas, and Florida. William specializes in providing financial planning, pension consulting, educational seminars and portfolio management for individuals. William is also a Certified Financial Planner. William's previous experience was with ALPS Distributors, Inc. in Kennesaw, Georgia from 2011 to 2013.

Firm Information

William Bowen 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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William Bowen’s Registration & Firm History

GA

12/05/2021 - Present

Persium Advisors, LLC (ATLANTA GA)

GA

08/04/2011 - 06/28/2013

ALPS DISTRIBUTORS, INC. (KENNESAW GA)

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Licenses & Designations

BC

Issued 08/30/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Carey Bowen.
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