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William James Perry

First Command Advisory Services

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About William James Perry

William James Perry is a financial advisor with First Command Advisory Services. William has been in the financial services industry since 1997. He has a Series 6, 7, 24, 26, 63, 65, 99TO and SIE licenses and is registered in North Carolina and South Carolina. William is also a Certified Financial Planner. He is an experienced advisor who can help you with a variety of financial needs, including retirement planning, investment management, and insurance.

Firm Information

William Perry is currently registered with First Command Advisory Services. First Command Advisory Services is a financial advisory firm headquartered in Fort Worth, Texas. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. First Command has over $22 billion in assets under management and employs over 1,200 licensed agents. The firm offers wrap fee programs and participates in various financial services industries.
First Command Advisory Services

1 FIRSTCOMM PLAZA

FORT WORTH, TX 76109

$22.09B

Assets Under Management

1,100

Total Clients

884

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Perry’s Registration & Firm History

NC

12/15/2015 - Present

First Command Advisory Services (Fayetteville NC)

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Licenses & Designations

IA

Issued 09/19/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/21/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/22/2016

Series 24 - General Securities Principal Examination

BC

Issued 06/29/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/2016

Series 7 - General Securities Representative Examination

BC

Issued 04/21/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William James Perry.
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