William Clayton Perry

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2008 → 08/2017
  Journal Communications
  Franklin, TN
• 09/2017 → 05/2018
  Strategy Corps, Inc
  Brentwood, TN
• 06/2018 → Present
  Raymond James Financial Services, Inc
  Brentwood, TN
• 09/2018 → Present
  Raymond James Financial Services Advisors Inc.
  Brentwood, TN

Previous Registrations

• 2005-12-08 → 2008-02-19
  Trustcore Financial Services, Llc
  Brentwood, TN

Other Businesses

(1)Name of Business: Address: 3506 Hwy 49 W , Charlotte, TN, 37036, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We own land with a house that we plan to rent to my father while also having use of the land for recreation ourselves. (2)Name of Business: City of Franklin TN Health, Education, and Housing Facilities Board Address: 109 3rd Ave. S, Franklin, TN, 37064, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Other Investment Related: No Start Date: 11/28/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board member for a 6-year term on the Health Education & Housing Facilities Board for City of Franklin TN, which votes on approval of municipal bonds for health, housing, and education facilities. Meet as necessary with approximately 2 stated meetings annually. Raymond James would not be prohibited or disqualified in any way from providing services or submitting business due to my involvement in this position. Same people on Industrial Development Board(Already approved me) serve on this board. (3)Name of Business: City of Franklin TN Industrial Development Board Address: 109 3rd Ave. S , Franklin, TN, 37064, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Officer - Vice President Investment Related: Yes Start Date: 11/28/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Serve as a board member for a 6-year term on the Industrial Development Board for the City of Franklin TN, which votes on approval of municipal bonds for industrial development, health, housing, and education facilities. They meet as necessary with approximately 2 stated meetings annually. Raymond James would not be prohibited or disqualified in any way from providing services or submitting business due to my involvement in this position. (4)Name of Business: Williams Hunter Wealth Group Address: 112 Westwood Place Suite 100, Brentwood, TN, 37027, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/01/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Partner

Exams

• S66 Uniform Combined State Law Examination
  2018-09-20

Other Names

• William Clay Perry
• Clay Perry