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William Luther Rackley

Perigon Wealth Management, LLC

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About William Luther Rackley

William Rackley is an Investment Advisor Representative with Perigon Wealth Management, LLC and is registered in Virginia. William has 17 years of experience in the securities industry. William has a Series 7 and a Series 66 license. William also holds the designation of Certified Financial Planner. Prior to joining Perigon Wealth Management, LLC, William worked for CITIGROUP GLOBAL MARKETS INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. William's areas of expertise include retirement planning, investment management, and financial planning. William is a member of the Financial Planning Association.

Firm Information

William Rackley is currently registered with Perigon Wealth Management, LLC. Perigon Wealth Management, LLC is a wealth management firm based in San Francisco, CA. The firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $6.9 billion in assets and has a team of over 100 professionals.
Perigon Wealth Management, LLC

201 MISSION STREET

SAN FRANCISCO, CA 94105

$6.94B

Assets Under Management

9

Total Clients

76

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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 Rackley’s Registration & Firm History

CA

07/08/2021 - Present

Perigon Wealth Management, LLC (SAN FRANCISCO CA)

CA

10/18/2005 - 04/03/2009

CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)

NY

11/07/2003 - 10/19/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 02/02/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/05/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Luther Rackley.
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