William Corley
William Corley is a registered investment advisor at 1st Discount Brokerage, INC., based in Lake Worth, FL, with 41 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 219 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The Program Fee includes advisory services, trading commission, clearing and execution, and account reporting. A portion of the advisory fee (currently 0.07% of assets under management) is paid by us to Apex Clearing Corporation for clearing services.
Fee Estimator
Location
8927 Hypoluxo Road, Suite A5, Lake Worth, FL, 33467
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2015Customer Dispute
October 2008Customer Dispute
August 2008Other 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.
1st Discount Brokerage, INC.Broker
Previous Registrations
Lampost Capital, L.C.Broker
Capital Investment Group, INC.Broker
Dean Witter Reynolds INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Corporate Securities Group, INC.Broker
Global America IncorporatedBroker
Palm Beach Financial, INC.Broker
Samarah and CompanyBroker
Investacorp, INC.Broker
Great Lakes Equities CO.Broker
Thomas James Associates, INC.Broker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.