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William Perrin Van allen

Goldman Sachs & Co. LLC

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About William Perrin Van allen

William Perrin Van allen is a registered representative with Goldman Sachs & Co. LLC and has been in the industry since 2010. William Perrin Van allen has Series 63, Series 24, SIE and Series 79 licenses. William Perrin Van allen was previously registered with CITIGROUP GLOBAL MARKETS INC.. William Perrin Van allen is registered in New York and Texas. William Perrin Van allen specializes in investment banking, fixed income securities, mutual funds, options, and retirement planning.

Firm Information

William Van allen is currently registered with Goldman Sachs & Co. LLC. Goldman Sachs & Co. LLC is a Limited Liability Company headquartered in NEW YORK, NY, United States. The firm was formed on January 3, 1927, and is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands. Goldman Sachs offers a variety of investment advisory services, including financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, individuals, and pooled investment vehicles. They manage assets for a range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, pooled investment vehicles, insurance companies, and other entities.
Goldman Sachs & Co. LLC

200 WEST STREET

NEW YORK, NY 10282

$222.74B

Assets Under Management

1,849

Total Clients

2,069

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Execution charges, custody, management fee

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William Van allen’s Registration & Firm History

TX

06/20/2018 - Present

Goldman Sachs & Co. LLC (HOUSTON TX)

TX

08/17/2010 - 05/24/2018

CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)

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Licenses & Designations

BC

Issued 08/21/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/06/2024

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2010

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Perrin Van allen.
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