William Corey (CRD# 6024760) is an Investment Advisor Representative working at Sofi Wealth LLC in Claymony, DE and has over 11 years of experience in the finance industry.
CRD# 4637991
Citizens Securities, Inc.
CRD# 2629994
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5083442
Bcg Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sofi Securities, LLC | Claymont, DE | Mar 2019 - Current | 5 |
| Capital One Investing, LLC | Wilmington, DE | Jan 2015 - Feb 2019 | 4 |
| Capital One Advisors, LLC | Wilmington, DE | Jan 2015 - Feb 2019 | 4 |
| Capital One Investment Services LLC | Melville, NY | Oct 2014 - Jan 2015 | < 1 |
| Capital One Sharebuilder, Inc. | Wilmington, DE | Feb 2012 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2013 |
- DE
-
Total Assets Under Management944MILLIONS
-
Total Number of Accounts165,546ACCOUNTS
-
Average Account Value$5,699
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.