William Corley
William Corley is a CFP-designated registered investment advisor at Corley Investment Management, based in Folsom, CA, with 18 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Corley Investment Management does not directly manage your investments. Instead, they help you select a third-party asset manager. The fees you pay to the third-party asset manager will range from 1% to 1.50% annually, based on the value of your investments. Corley Investment Management receives a portion of this fee from the third-party asset manager.
Location
850 Iron Point Road, Suite 204, Folsom, CA, 95630
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is an independent insurance agent for various independent insurance companies.
Employment History
Current Registrations
Corley Investment Management
Previous Registrations
Cambridge Investment Research Advisors, INC.
Stonehurst Securities, INC.
Pim Financial Services INC
Royal Alliance Associates, INC.
State Registrations1 state
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.