William
Perrilliat
Stratos Wealth Partners, LTD
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About this Advisor
William Perrilliat is a financial advisor based in Metairie, Louisiana who has 8 years of industry experience. Perrilliat currently works for Stratos Wealth Partners, LTD. During their career, Perrilliat has held roles at Capital One Sharebuilder, Inc, Sharebuilder 401K, Lpl Financial, LLC, Stratos Wealth Partners, LTD, Capital One Investment Services Corporation, Capital One Investments, L.L.C and Capital One, N.A. Perrilliat has Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to work in Louisiana and Texas. Stratos Wealth Partners, LTD is a financial advisory business based in Beachwood, OH. It has offices in 101 locations and a total of 525 financial advisors. It controls $10 billion in assets under management among its 33,863 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 82 charitable organizations. Of its 33,863 customer accounts, just 5% are held by high-net-worth individuals who have greater than $1 million in assets. Stratos Wealth Partners, LTD performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules usually vary depending on which service is offered. Fee types charged by Stratos Wealth Partners, LTD likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stratos Wealth Partners, LTD Brokerage Details
$10,316,254,814
525
33,863
$304,647
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
William Perrilliat Work History
William has been registered as a financial advisor for 8 years.*
Lpl Financial, LLC
Stratos Wealth Partners, LTD
Capital One Sharebuilder, Inc
Sharebuilder 401K
Capital One Investment Services Corporation
Capital One Investments, L.L.C
Capital One, N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Perrilliat to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stratos Wealth Partners, LTD
Beverly Hills, CA
Westlake, OH
Fostoria, OH
Angola, IN
Dalton, GA
Irvine, CA
Conway, AR
Beachwood, OH
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