Advisor at LexAurum Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
LexAurum Advisors
Location
Washington, DC
Credentials
CFP®, Series 63, Series 66
Industry experience
37 years
Kris Persinger is a CFP® with 37 years of experience in financial advising. He is currently with LexAurum Advisors and Brokers International Financial Services, having previously worked at Cetera Advisor Networks and Summit Financial Group among others. He also operates Persinger Planning, LLC, a wealth management advisory firm. LexAurum Advisors serves individuals, families, businesses, and institutional clients with investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies across a range of risk-based models, utilizing low-cost ETFs and other investment vehicles, and offers both discretionary and non-discretionary engagement options.
Based on LexAurum Advisors
Based on LexAurum Advisors
Financial planning fees may be fixed amounts; specific amounts not stated
$0 - $2,000,000: 2.00% annually $2,000,001 - $5,000,000: 1.75% annually $5,000,001+: 1.50% annually
Insurance product commissions and 12b-1 fees from investment companies (not from LexAurum-managed accounts)
Financial planning fees may be hourly based; specific rates not stated
Fee-only: Financial planning fees charged as fixed amount or hourly rate; fees quoted in advance and negotiable based on complexity and service level
Washington, DC
District of Columbia · Texas
LexAurum Advisors, LLC
2021 - Present (5 years)
Brokers International Financial Services
2021 - Present (5 years)
Cetera Advisor Networks Llc
2019 - 2021 (2 years)
Summit Financial Group Inc
2016 - 2021 (5 years)
Summit Brokerage Services, Inc.
2016 - 2019 (3 years)
Persinger Planning, LLC
2008 - Present (18 years)
VSR Advisory Services
2008 - 2016 (8 years)
Vsr Financial Services, Inc
2008 - 2016 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 63
Bethesda, MD
Noordzee Capital LLC
CFP®, Series 63
Chevy Chase, MD
Green View Advisors LLC
CFP®, Series 63, Series 65
Alexandria, VA
G, G, & M Financial Goals
Series 66
Alexandria, VA
Potomac Wealth Strategies, LLC
CFP®, Series 63
Fairfax, VA
David N. Hainsworth, C.P.A., P.C.
Series 63, Series 65
Washington, DC
SHB Advisors
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