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William Corley

1st Discount Brokerage, INC.
41 Years of Experience
Lake Worth, FL
3 DisclosuresBrokerSells Insurance
View SEC Summary
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William Corley is a registered investment advisor at 1st Discount Brokerage, INC., based in Lake Worth, FL, with 41 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 219 clients with $130M in assets under management.

1st Discount Brokerage, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
219 clients
Average Client Portfolio
$600K average
Assets Under Management
$131.4M

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Annual fee of 1.00% charged quarterly in arrears based on end-of-month account balances. Fee covers advisory services, trading commissions, clearing, and execution.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

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 ReportHow 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 · 23 yrs 3 mos
1st Discount Brokerage, INC.Broker
December 1995 - Present · 30 yrs 10 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

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.

Exams
No exam information available for this advisor.
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