William Andrew Perkins

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:

Current Employers

Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2018-05-03
TX	RA	APPROVED_RES	2018-04-25

GA RA
APPROVED

Since 2018-05-03
TX RA
APPROVED_RES

Since 2018-04-25

Branch Locations

200 Macy Drive, Roswell, GA 30075 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Advisors Llc	Alpharetta	GA	05/2009	11/2016
Wells Fargo Clearing Services, Llc	Alpharetta	GA	11/2016	04/2018
Raymond James Financial Services, Inc.	Roswell	GA	04/2018	Present
Raymond James Financial Services Advisors, Inc.	Roswell	GA	04/2018	Present
Roswell 4 Freedom Llc	Roswell	GA	04/2018	Present
Perkins Wealth Strategies	Roswell	GA	04/2018	Present

05/2009 → 11/2016

Wells Fargo Advisors Llc

Alpharetta, GA
11/2016 → 04/2018

Wells Fargo Clearing Services, Llc

Alpharetta, GA
04/2018 → Present

Raymond James Financial Services, Inc.

Roswell, GA
04/2018 → Present

Raymond James Financial Services Advisors, Inc.

Roswell, GA
04/2018 → Present

Roswell 4 Freedom Llc

Roswell, GA
04/2018 → Present

Perkins Wealth Strategies

Roswell, GA

Previous Registrations

2008-01-01 → 2018-04-27

Wells Fargo Clearing Services, Llc

Alpharetta, GA

Alpharetta, GA
2003-03-18 → 2008-01-01

A. G. Edwards & Sons, Inc.

Alpharetta, GA

Alpharetta, GA

St. Louis, MO

Other Businesses

(1)Name of Business: Alpharetta Planning Commission Address: 1 Park Place, Alpharetta, GA, 30009, United States Activity Type: Political Office/Activity Position/Title: Investment Related: No Start Date: 06/07/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Perkins Wealth Strategies Address: 200 Macy Drive, Roswell, GA, 30076, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/24/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (3)Name of Business: Roswell 4 Freedom LLC Address: 200 Macy Drive, Roswell, GA, 30076, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/24/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner