William L. Curry

DELAWARE ADVISORY GROUP

WILMINGTON, DE 19803

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CRD#: 832901

Professional summary

William Lawrence Curry, who also goes by William Lawrence Curry Sr., William Lawrence Curry, Bill Curry, is a registered financial advisor currently at DELAWARE ADVISORY GROUP, INC. located in Wilmington, Delaware.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1977. William has worked at 17 firms and has passed the Series 63, SIE, Series 7, Series 1, Series 26 and Series 39 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William Lawrence Curry Sr. | William Lawrence Curry | Bill Curry

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.

1.Curry Associates, Inc.; Investment related; 701 Foulk Road Suite 2G Wilmington, DE 19803; Fixed Insurance & Fixed Annuity Sales; President; 05.28.13; 30 hrs/mo; 25 hrs/mo 2.TAX POSSIBILITIES, INC.; 08/2022; NON-INVESTMENT RELATED; WILMINGTON, DE; PRESIDENT; BUSINESS AND ESTATE PLANNING; 10 HRS/MONTH 3. WEALTH WISDOM GROUP, INC.; 08/2018; NON-INVESTMENT RELATED; WILMINGTON, DE; PRESIDENT; MARKETING; 2HRS/MONTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Lawrence Curry'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®

None

Experience

Current

May 20, 2025 - Present

DELAWARE ADVISORY GROUP, INC.

Office #1: 701 Foulk Road Suite 2 G, Wilmington, DE 19803

RIA

CRD#: 326933

WILMINGTON, DE

Past

October 24, 2023 - December 31, 2024

CREATIVEONE SECURITIES, LLC

RIA

CRD#: 152974

Wilmington, DE

Past

October 24, 2023 - December 31, 2024

CREATIVEONE SECURITIES, LLC

CRD#: 152974

Wilmington, DE

Past

September 25, 2023 - October 9, 2023

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

RIA

CRD#: 157714

RED BANK, NJ

Past

September 13, 2023 - September 18, 2023

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

RIA

CRD#: 157714

RED BANK, NJ

Past

September 13, 2023 - October 9, 2023

ALEXANDER CAPITAL, L.P.

CRD#: 40077

Wilmington, DE

Past

January 7, 2020 - September 13, 2023

BLACKRIDGE ASSET MANAGEMENT, LLC

RIA

CRD#: 277085

Wilmington, DE

Past

January 3, 2020 - May 5, 2023

PEAK BROKERAGE SERVICES, LLC

CRD#: 157045

Wilmington, DE

Past

July 5, 2017 - December 19, 2019

BFC PLANNING, INC.

RIA

CRD#: 119682

Wilmington, DE

Past

July 3, 2017 - December 19, 2019

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CRD#: 13609

Wilmington, DE

Past

April 14, 2008 - June 20, 2017

KOVACK ADVISORS, INC.

RIA

CRD#: 140808

WILMINGTON, DE

Past

April 14, 2008 - June 20, 2017

KOVACK SECURITIES INC.

CRD#: 44848

WILMINGTON, DE

Past

June 6, 2007 - April 18, 2008

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

WILMINGTON, DE

Past

June 6, 2007 - April 18, 2008

INVEST FINANCIAL CORPORATION

CRD#: 12984

WILMINGTON, DE

Past

February 10, 2004 - June 11, 2007

WHARTON EQUITY CORPORATION

CRD#: 10170

WILMINGTON, DE

Past

November 14, 2002 - February 18, 2004

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

June 19, 1989 - December 31, 2002

WHARTON EQUITY CORPORATION

CRD#: 10170

WAYNE, PA

Past

January 1, 1989 - December 31, 2017

DELAWARE ADVISORY GROUP, INC.

RIA

CRD#: 145211

WILMINGTON, DE

Past

November 28, 1984 - March 18, 1987

FOCUS SECURITIES, INC.

CRD#: 15023

Past

December 6, 1981 - October 20, 1982

ALLEN, ROGERS & CO., INC.

CRD#: 28

Past

February 1, 1977 - May 30, 1989

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249

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

Delaware
(5/20/2025)

IAR

Pennsylvania
(5/20/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/10/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/15/1984

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 1/19/1977

Registered Representative Examination

Principal/Supervisory Exam

Series 26

Date: 1/2/2023

Investment Company Products/Variable Contracts Principal Examination

Principal/Supervisory Exam

Series 39

Date: 1/2/2023

Direct Participation Programs Principal Examination

Current Firm

DELAWARE ADVISORY GROUP, INC.

CRD#: 326933 / SEC#:

Delaware

Registered Investment Advisory firm - (5/20/2025 Approved)

Pennsylvania

Registered Investment Advisory firm - (5/20/2025 Approved)

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Contact information

Main Address

701 Foulk Road Suite 2 G, Wilmington, DE 19803

Mailing Address

Phone number

(302) 651-9191

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

William L. Curry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Lawrence Curry's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVEONE SECURITIES, LLC

CREATIVEONE SECURITIES, LLC

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

ALEXANDER CAPITAL, L.P.

BLACKRIDGE ASSET MANAGEMENT, LLC

PEAK BROKERAGE SERVICES, LLC

BFC PLANNING, INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

KOVACK ADVISORS, INC.

KOVACK SECURITIES INC.

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

WHARTON EQUITY CORPORATION

MONY SECURITIES CORPORATION

WHARTON EQUITY CORPORATION

DELAWARE ADVISORY GROUP, INC.

FOCUS SECURITIES, INC.

ALLEN, ROGERS & CO., INC.

JOHN HANCOCK DISTRIBUTORS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/10/1987

SIE

Date: 10/1/2018

Series 7

Date: 9/15/1984

Series 1

Date: 1/19/1977

Series 26

Date: 1/2/2023

Series 39

Date: 1/2/2023

Current Firm

DELAWARE ADVISORY GROUP, INC.

Contact information

Documents

Red Flags

Company Information

DELAWARE ADVISORY GROUP, INC.

TRUST BUT VERIFY

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