William Perry
William Perry is a registered investment advisor at LPL Financial LLC, based in Longview, TX, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
434 E Loop 281, Ste. 101-1, Longview, TX, 75604
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2007Customer Dispute
September 2002Customer Dispute
June 1996Other Business ActivitiesSells Insurance
William owns Pro-Integrity Financial, a business entity for tax/investment purposes, and Perry-Hargett Properties, a real estate rental business. He also receives non-variable insurance commission trails through Pro-Integrity Financial.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
Wfg Advisors, LP
Wfg Investments, INC.Broker
Pro-Integrity Securities, INC.Broker
Pro-Integrity Securities, INC.
Sunpoint Securities, INC.Broker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.