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William L. Perkins

INTERNATIONAL RESEARCH SECURITIES
Dallas, TX 75226
Some features on this profile are disabled
CRD#: 6855085
WP

Professional summary


William Levi Perkins, who also goes by Billy Perkins, William Levi Perksin, is a registered financial professional currently at INTERNATIONAL RESEARCH SECURITIES, INC. located in Dallas, Texas.

William is registered as a RR (Registered Representative) and started their career in finance in 2017. William has worked at 1 firm and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Billy Perkins | William Levi Perksin

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view William Levi Perkins's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

September 12, 2017 - Present

INTERNATIONAL RESEARCH SECURITIES, INC.

Office #1: 2550 Pacific Ave. Floor 800, Dallas, TX 75226
BD
CRD#: 19532
Dallas, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(3/14/2025)
RR
Colorado
(1/28/2025)
RR
Florida
(1/5/2024)
RR
Iowa
(1/31/2022)
RR
New York
(2/9/2022)
RR
Texas
(11/29/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 11/29/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


IR
INTERNATIONAL RESEARCH SECURITIES, INC.
GORDON PETERSON & COMPANY, INC. | INTERNATIONAL RESEARCH SECURITIES, INC. | GORDON PETERSON SECURITIES, INC.

CRD#: 19532 / SEC#: , 8-37954

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
2550 Pacific Ave., Floor 800, Dallas, TX 75226
Mailing Address
2550 Pacific Ave. Floor 800, Dallas, TX 75226
Phone number
(972) 888-6030
Established
Texas since 10/15/1982
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (21 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
HOLLAND, MICHAEL WYATTSHAREHOLDER/CCO/CEO/FINOP5656685

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


INTERNATIONAL RESEARCH SECURITIES, INC.

CRD#: 19532Dallas, TX 75226

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