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William Edward Perry

Usaa Investment Services Co.

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About William Edward Perry

William Edward Perry is a registered representative with USA Investment Services Co. William Perry has been in the industry since 2015 and holds several licenses and certifications including Series 7, Series 63, Series 65, Series 24, and Series 51. William Perry is also a registered principal. William Perry has previously worked at USAA Financial Advisors, Inc. William Perry specializes in providing financial planning services and referrals to clients.

Firm Information

William Perry is currently registered with Usaa Investment Services Co.. USAA Investment Services Co. is a corporation headquartered in San Antonio, TX, formed in September 1988. They offer financial planning and other advisory services to individuals and high-net-worth individuals. The firm is registered with the SEC and holds licenses in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. They have a total of 150 registered representatives and 109 investment adviser representatives.
Usaa Investment Services Co.

9800 FREDERICKSBURG ROAD

SAN ANTONIO, TX 78288-0227

Not reported

Assets Under Management

1,609

Total Clients

136

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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referrals

Referrals

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Referral fees pursuant to a referral agreement

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William Perry’s Registration & Firm History

CO

09/28/2023 - Present

Usaa Investment Services Co. (COLORADO SPRINGS CO)

CO

06/08/2020 - 12/23/2020

USAA INVESTMENT SERVICES COMPANY (COLORADO SPRINGS CO)

CO

01/01/2013 - 06/08/2020

USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)

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Licenses & Designations

IA

Issued 04/02/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/17/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/27/2023

Series 24 - General Securities Principal Examination

BC

Issued 06/27/2023

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 06/27/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/31/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Edward Perry.
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