William L. Parry
Professional summary
William Loughran Parry is a registered financial advisor currently at WOLFHOUND WEALTH located in Westport, Connecticut.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. William has worked at 2 firms and has passed the Series 65, Series 55 and Series 62 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Loughran Parry's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 26, 2024 - Present
WOLFHOUND WEALTH
June 24, 2008 - May 26, 2010
FIS BROKERAGE & SECURITIES SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/26/2024)
Exams
Series 55
Date: 10/5/2009
Limited Representative-Equity Trader ExamSeries 62
Date: 5/14/2008
Corporate Securities Limited Representative ExaminationCurrent Firm
WOLFHOUND WEALTH
CRD#: 332227 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 12,000,000 |
Red Flags
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