William Harold Corley

1st Discount Brokerage, INC.

40 Years of Experience

3 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

1st Discount Brokerage, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

219 clients

Average Client Portfolio

$494K average

Assets Under Management

$108.1M

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	2.00%
$1.0M - $2.5M	1.75%
$2.5M - $5.0M	1.50%
$5.0M - $10.0M	1.00%
$10M+	1.00%

Fees negotiable for accounts over $10,000,000.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

8927 Hypoluxo Road, Suite A5, Lake Worth, FL, 33467

Get directions

History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2015

Settled

Customer Dispute

October 2008

Settled

Customer Dispute

August 2008

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

William is the sole member/owner of 22nd Century GP, LLC, the general partner of 22nd Century Capital MGMT, LP, dedicating minimal time to management services. He is also a licensed insurance agent, president of 1st Discount Insurance Services Inc. and 1DB Financial Inc., an author for Equities.com, and a real estate sales associate.

Employment History

Current Registrations

1st Discount Brokerage, INC.

July 2003 - Present · 22 yrs 7 mos

1st Discount Brokerage, INC.Broker

December 1995 - Present · 30 yrs 2 mos

Previous Registrations

Lampost Capital, L.C.Broker

December 2000 - April 2001 · 4 mos

Capital Investment Group, INC.Broker

July 1995 - February 1996 · 7 mos

Dean Witter Reynolds INC.Broker

December 1994 - July 1995 · 7 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

January 1993 - December 1994 · 1 yr 11 mos

Corporate Securities Group, INC.Broker

August 1990 - February 1993 · 2 yrs 6 mos

Global America IncorporatedBroker

June 1989 - August 1990 · 1 yr 2 mos

Palm Beach Financial, INC.Broker

November 1988 - June 1989 · 7 mos

Samarah and CompanyBroker

December 1987 - January 1991 · 3 yrs 1 mo

Investacorp, INC.Broker

February 1986 - January 1988 · 1 yr 11 mos

Great Lakes Equities CO.Broker

January 1986 - March 1986 · 2 mos

Thomas James Associates, INC.Broker

March 1985 - February 1986 · 11 mos

State Registrations23 states

AZCACTDCFLGAIDILKYMAMDMEMNMSNCNJNYOHPATNTXWAWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.