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William Martin Perry

LPl Financial LLC

Longview, TX

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-01
  • TX RA
    APPROVED
    Since 2025-05-01

Branch Locations

3000 Gilmer Rd, Ste 100, Longview, TX 75604 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Williams Financial Group Longview TX 01/2005 08/2017
Scf Securities, Inc. Fresno CA 08/2017 05/2025
Scf Investment Advisors, Inc. Fresno CA 08/2017 05/2025
Lpl Financial Llc Longview TX 05/2025 Present
  • 01/2005 → 08/2017
    Williams Financial Group
    Longview, TX
  • 08/2017 → 05/2025
    Scf Securities, Inc.
    Fresno, CA
  • 08/2017 → 05/2025
    Scf Investment Advisors, Inc.
    Fresno, CA
  • 05/2025 → Present
    Longview, TX
Previous Registrations
  • 2017-08-11 → 2025-05-01
    Scf Investment Advisors, Inc.
    Longview, TX
    San Diego, CA
    Longview, TX
  • 2005-01-14 → 2017-08-11
    Wfg Advisors, Lp
    Longview, TX
    Longview, TX
  • 1998-03-31 → 2004-12-31
    Pro-Integrity Securities, Inc.
    Longview, TX
Other Businesses

1. 5/2025 - Pro-Integrity Financial - Business Entity For Tax/Investment Purposes Only - NOT INV REL - Longview, TX - Start Date 01/01/2005 - 1hr/MTH 2. 5/2025 - Perry-Hargett Properties - Real Estate Rental- INV REL - At Reported Business Location - Start Date 01/13/2005 - 10hrs/MTH 3. 5/2025 - Pro-Integrity Financial - Non-Variable Insurance Commission Trails - INV REL - At Reported Business Location - Start Date 06/14/1995 - 0hrs/MTH 4. 03/19/2026-Pro-Integrity Financial Company-President-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 07/01/2025-160hrs/mth-160hrs/mth during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-06-19
S63 Uniform Securities Agent State Law Examination 1991-06-04
  • S65 Uniform Investment Adviser Law Examination
    1992-06-19
  • S63 Uniform Securities Agent State Law Examination
    1991-06-04

View on SEC IAPD

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