William Perry
William Perry is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Brentwood, TN, with 10 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
112 Westwood Place, Suite 100, Brentwood, TN, 37027
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2022Other Business Activities
William owns rental real estate, serves on the City of Franklin TN Health, Education, and Housing Facilities Board and Industrial Development Board, and is a partner at Williams Hunter Wealth Group. Serving as a partner takes about half of William's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Trustcore Financial Services, INC.
Trustcore Investments, INC.Broker
State Registrations16 states
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