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William Perry

Raymond James Financial Services Advisors, INC
11 Years of Experience
Brentwood, TN
1 DisclosureBroker
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William Perry is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Brentwood, TN, with 11 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

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

Location

112 Westwood Place, Suite 100, Brentwood, TN, 37027

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2022
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
October 2018 - Present · 8 yrs
Raymond James Financial Services, INC.Broker
August 2018 - Present · 8 yrs 2 mos
Previous Registrations
Trustcore Financial Services, INC.
December 2005 - February 2008 · 2 yrs 2 mos
Trustcore Investments, INC.Broker
October 2004 - February 2008 · 3 yrs 4 mos
State Registrations16 states
ALCACOFLGAINKYMDMSNCNYOHSCTNTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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