Kimberly Conner Brown
Investment adviser representative at Persium Advisors, LLC
11 yearsExperience
3 statesRegistered in
$583.6MFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Persium Advisors, LLCJan 2017 to now
- D'huyvetter & Swichkow, PcDec 2015 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (GA, NC, NY).
Persium Advisors, LLC
$583.6MAssets managed
177Clients
12Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7785431
- Firm CRD
- 128335