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CFP
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CFP

William Perry

Private Advisor Group, LLC
32 Years of Experience
Houston, TX
View SEC Summary
View SEC Summary

William Perry is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Houston, TX, with 32 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
930 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5444 Westheimer Road, Ste 1600, Houston, TX, 77056

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Private Advisor Group, LLC
June 2026 - Present · 4 mos
Previous Registrations
Mariner Advisor Network
October 2023 - June 2026 · 2 yrs 8 mos
Teamwork Financial Advisors, LLC
May 2020 - October 2023 · 3 yrs 5 mos
Intrua Financial
February 2016 - May 2020 · 4 yrs 3 mos
LPL Financial LLCBroker
August 2009 - May 2020 · 10 yrs 9 mos
LPL Financial LLC
August 2009 - December 2016 · 7 yrs 4 mos
Wells Fargo Advisors, LLCBroker
January 2008 - August 2009 · 1 yr 7 mos
Wells Fargo Advisors, LLC
January 2008 - August 2009 · 1 yr 7 mos
A. G. Edwards & Sons, INC.Broker
October 2004 - January 2008 · 3 yrs 3 mos
A. G. Edwards & Sons, INC.
October 2004 - January 2008 · 3 yrs 3 mos
Charles Schwab & CO., INC.
March 1999 - August 2004 · 5 yrs 5 mos
Charles Schwab & CO., INC.Broker
March 1999 - August 2004 · 5 yrs 5 mos
Painewebber IncorporatedBroker
October 1997 - January 1999 · 1 yr 3 mos
Prudential Securities IncorporatedBroker
January 1997 - October 1997 · 9 mos
A I M Distributors, INC.Broker
January 1994 - October 1996 · 2 yrs 9 mos
State Registrations1 state
TX
Advisor

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Exams
No exam information available for this advisor.
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