WH
CFP
WH
CFP
William Horak
40 Years of Experience
Tallahassee, FL
9 DisclosuresBrokerSells Insurance
William Horak is a CFP-designated registered investment advisor, based in Tallahassee, FL, with 40 years of industry experience.
Location
2941 Kerry Forest Parkway, Tallahassee, FL, 32309
Get directionsHistory
Regulatory History (9)
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Customer Dispute
November 2025Settled
Customer Dispute
February 2025Pending
Customer Dispute
December 2024Settled
Customer Dispute
March 2024Settled
Customer Dispute
December 2023Settled
Customer Dispute
June 2023Settled
Customer Dispute
May 2023Settled
Customer Dispute
November 2022Settled
Customer Dispute
June 2021Withdrawn
Other Business ActivitiesSells Insurance
William is the President/Owner of Wealth Management Corporation of America, Inc., a registered investment advisory firm, dedicating nearly full-time hours to this role. He is also a life and fixed annuity agent since 2013, spending minimal time on this activity, and a Managing Member of Wealth Management Realty, LLC, managing investment property for personal holdings, also dedicating minimal time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
May 2014 - Present · 12 yrs
Wealth Management Corporation
November 1990 - Present · 35 yrs 6 mos
Previous Registrations
Nationwide Investment Services CorporationBroker
February 1990 - August 1996 · 6 yrs 6 mos
Fsc Securities CorporationBroker
February 1990 - July 1996 · 6 yrs 5 mos
Boardwalk Capital CorporationBroker
August 1988 - February 1990 · 1 yr 6 mos
Integrated Resources Equity CorporationBroker
April 1988 - September 1988 · 5 mos
Fsc Securities CorporationBroker
May 1987 - April 1988 · 11 mos
Waddell & Reed, INC.Broker
March 1986 - May 1987 · 1 yr 2 mos
State Registrations13 states
CACOFLGAMINCNJOHOKPATXVAWI
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.