William Myers Perry is an investment adviser representative (IAR) with state registration records since 2013, appearing at 3 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2018-09-18 | present | Yes |
| SCHWAB WEALTH ADVISORY, INC. | 2016-07-07 | 2017-07-18 | — |
| USAA FINANCIAL PLANNING SERVICES | 2013-08-27 | 2016-03-23 | — |