linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

William Leverett Curtiss

J. W. Cole Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you William? Claim Your Profile

About William Leverett Curtiss

William Leverett Curtiss is a registered Investment Advisor Representative with J. W. Cole Advisors, Inc., a firm that provides financial planning, portfolio management, and educational seminars. William has been in the industry since 1994 and has a Series 65 license. He has worked for a variety of firms in Texas and Florida, including Global Financial Private Capital, LLC. William is experienced in advising individuals, corporations, charitable organizations, and pension and profit sharing plans.

Firm Information

William Curtiss is currently registered with J. W. Cole Advisors, Inc.. J. W. Cole Advisors, Inc. is an investment advisor headquartered in TAMPA, FL. They manage a total of $5.74 billion in client assets, primarily for high-net-worth individuals and other individuals, as well as corporations and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, and educational seminars. J. W. Cole Advisors, Inc. is a registered investment advisor with the SEC.
J. W. Cole Advisors, Inc.

4301 ANCHOR PLAZA PARKWAY

TAMPA, FL 33634

$5.74B

Assets Under Management

1,682

Total Clients

419

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

hourly & fixed rate consulting

Hourly & fixed rate consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

William Curtiss’s Registration & Firm History

TX

04/18/2019 - Present

J. W. Cole Advisors, Inc. (WACO TX)

Not sure if William Leverett Curtiss is right for you?

Licenses & Designations

IA

Issued 10/21/2010

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Leverett Curtiss.
Not sure if William Leverett Curtiss is right for you?