Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Martin Perry is a financial advisor with over 30 years of experience in the industry. William is currently registered with SCF Investment Advisors, Inc. and holds licenses in Broker-Dealer and Investment Advisor roles. William has served as a Principal in several firms throughout his career and holds multiple securities licenses. William is dedicated to providing financial advice and services to individuals, corporations, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
08/11/2017 - Present
SCF Investment Advisors, Inc. (SAN DIEGO CA)
TX
01/03/2005 - 08/11/2017
WFG INVESTMENTS, INC. (LONGVIEW TX)
TX
04/30/1998 - 01/03/2005
PRO-INTEGRITY SECURITIES, INC. (LONGVIEW TX)
TX
07/17/1991 - 03/26/1998
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
IA
Issued 06/19/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/1998
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 06/15/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/25/1992
Series 4 - Registered Options Principal Examination
BC
Issued 01/10/1992
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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