William Perkins
William Perkins is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Roswell, GA, with 44 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
200 Macy Drive, Roswell, GA, 30075
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William serves on the Alpharetta Planning Commission and is an owner in two support companies, Perkins Wealth Strategies and Roswell 4 Freedom LLC. He dedicates minimal time to each of these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
First Jersey Securities, INC.Broker
State Registrations38 states
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