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William Henry Collier

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Henry Collier · ROCKY MOUNT, NC
Registration
CRD #1123362 · JOLLEY ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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.
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Research
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