Raymond Russell Prophater

Employer firm

Persium Advisors, LLC CRD 128335

$584M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2011 → Present
  Persium Advisors, Llc
  Atlanta, GA

Previous Registrations

• 2003-05-13 → 2010-11-23
  Truist Investment Services, Inc.
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA

Other Businesses

1. PARTNER OF NAVIX HOLDINGS, LLC WHICH DEVELOPES EXIT PLANNING TOOLS THAT ARE LEASED TO PERSIUM CONSULTING, LLC. LOCATED AT 2100 RIVEREDGE PARKWAY, SUITE 1230, ATLANTA, GA 30328. 2015. MR. PROPHATER DEVOTES LESS THAN 20 HRS/MONTH, ALL DURING TRADING HOURS, TO THE BUSINESS. NON-INVESTMENT RELATED. 2. PARTNER OF PERSIUM GROUP, LLC, WHICH WHOLLY OWNS PERSIUM CONSULTING, LLC. PERSIUM CONSULTING, LLC PROVIDES BUSINESS EXIT PLANNING CONSULTING SERVICES. LOCATED AT 2100 RIVEREDGE PARKWAY, SUITE 1230, ATLANTA, GA 30328. 2015. MR. PROPHATER DEVOTES 80 HRS/MONTH TO PERSIUM CONSULTING, LLC, ALL DURING TRADING HOURS. NON-INVESTMENT RELATED. 3. COMMITTEE MEMBER OF PERSIUM FIDUCIARY SERVICES, LLC, WHICH PROVIDES CO-TRUSTEE SERVICES AND IS WHOLLY OWNED BY PERSIUM GROUP, LLC. LOCATED AT 2100 RIVEREDGE PARKWAY, SUITE 1230, ATLANTA, GA 30328. 2024. MR. PROPHATER DEVOTES LESS THAN 10 HRS/MONTH TO PERSIUM FIDUCIARY SERVICES, LLC, ALL DURING TRADING HOURS. INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-17
• S63 Uniform Securities Agent State Law Examination
  1999-03-16

Other Names

• Trey Prophater