AdvisorOS Directory
Claim Profile
WC

William Henry Collier

JOLLEY ASSET MANAGEMENT, LLC·ROCKY MOUNT, North Carolina
Unclaimed Profile
210 BRYANT STREET, ROCKY MOUNT, NC 27804CRD# 1123362Firm CRD# 113600
01

About

William Henry Collier is a registered financial advisor based in ROCKY MOUNT, North Carolina, affiliated with JOLLEY ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
JOLLEY ASSET MANAGEMENT, LLC
JOLLEY ASSET MANAGEMENT, LLC
AUM
$283M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at JOLLEY ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1123362
Firm CRD# 113600
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ROCKY MOUNT?

Browse all registered financial advisors in ROCKY MOUNT, North Carolina or claim this profile if it's yours.

Browse ROCKY MOUNT AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does William Henry Collier offer?
William Henry Collier specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ROCKY MOUNT, North Carolina for a consultation.
What are William Henry Collier's credentials?
William Henry Collier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Henry Collier located?
William Henry Collier is based in ROCKY MOUNT, North Carolina, working with JOLLEY ASSET MANAGEMENT, LLC. Their office serves clients in the ROCKY MOUNT metropolitan area and surrounding communities.
How does William Henry Collier charge for services?
William Henry Collier's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JOLLEY ASSET MANAGEMENT, LLC?
JOLLEY ASSET MANAGEMENT, LLC has approximately 5 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ROCKY MOUNT
Linda Collier Daniels — WHITENER CAPITAL MANAGEMENT, INCRichard Lee Sanford — WHITENER CAPITAL MANAGEMENT, INCAngela Rhodes Hill — WHITENER CAPITAL MANAGEMENT, INCRichard Robinson Allen — WHITENER CAPITAL MANAGEMENT, INCWalter Brodie Burwell — WHITENER CAPITAL MANAGEMENT, INC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile