WC
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William Conley

18 Years of Experience
Beaverton, OR

William Conley is a registered investment advisor at Conley, William J., based in Beaverton, OR, with 18 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 8 clients.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

4900 SW Griffith Drive, Suite 269, Beaverton, OR, 97005

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

William is the president of William J. Conley, P.C., a CPA firm, since 1980. He dedicates full-time hours to his CPA duties.

Employment History
Current Registrations
Conley, William J.
November 2010 - Present · 15 yrs 6 mos
Previous Registrations
Raymond James Financial Services
February 2004 - December 2006 · 2 yrs 10 mos
State Registrations1 state
OR
Advisor

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.
William Conley - Financial Advisor | TrueAdvisor