William Curry
William Curry is a ChFC-designated registered investment advisor at Delaware Advisory Group, INC., based in Wilmington, DE, with 48 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Total fees to client will never exceed the safe harbor threshold of 3% of assets under management per year.
Fee Estimator
Location
701 Foulk Road, Suite 2 G, Wilmington, DE, 19803
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 the President of Curry Associates, Inc. focusing on fixed insurance and fixed annuity sales, dedicating about 10-20% of his time. He is also President of Tax Possibilities, Inc. (business and estate planning, a few hours per week) and Wealth Wisdom Group, Inc. (marketing, minimal time).
Employment History
Current Registrations
Delaware Advisory Group, INC.
Previous Registrations
Creativeone Securities, LLCBroker
Creativeone Securities, LLC
Alexander Capital Wealth Management LLC
Alexander Capital, L.P.Broker
Alexander Capital Wealth Management LLC
Blackridge Asset Management, LLC
Peak Brokerage Services, LLCBroker
Bfc Planning, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Kovack Securities INC.Broker
Kovack Advisors, INC.
Invest Financial Corporation
Invest Financial CorporationBroker
Wharton Equity CorporationBroker
Mony Securities CorporationBroker
Wharton Equity CorporationBroker
Delaware Advisory Group, INC.
Focus Securities, INC.Broker
Allen, Rogers & CO., INC.Broker
Manequity, INC.Broker
State Registrations2 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.