WC
William L. Curtiss
J. W. COLE ADVISORS
WACO, TX 76712
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CRD#: 5872853
WC
Professional summary
William Leverett Curtiss, who also goes by Bill Curtiss, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Waco, Texas.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. William has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bill Curtiss
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
-CURTISS INSURANCE AGENCY;NON INVESTMENT-RELATED; 7543 BOSQUE BLVD.,STE C, WACO, TX 76712; INSURANCE SERVICES; PRESIDENT/INSURANCE SALES; STARTED 07/2000; 70 hours per month
-SOLE PROPRIETOR; NON INVESTMENT-RELATED; 7543 BOSQUE BLVD.,STE C, WACO, TX 76712; INSURANCE SERVICES; PRESIDENT/INSURANCE SALES; STARTED 12/1994; 2 hours per month
CURTISS WEALTH MANAGEMENT - DBA
CRS (Client Relationship Summary) - RIA
Click below to view William Leverett Curtiss's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 18, 2019 - Present
J. W. COLE ADVISORS, INC.
Office #1: 7543 Bosque Blvd Suite C, Waco, TX 76712RIA
CRD#: 112294
WACO, TX
Past
April 13, 2016 - April 24, 2019
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
RIA
CRD#: 132070
Waco, TX
Past
March 17, 2011 - October 27, 2016
CURTISS WEALTH ADVISORY LLC
RIA
CRD#: 155942
WACO, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(4/18/2019)
Current Firm
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
Mailing Address
Phone number
(813) 935-6776
Established
Firm type
Fiscal year end
# of Employees
512
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29,614 |
| AUM (Assets Under Management) | $ 7,195,237,282 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
