AdvisorOS Directory
Claim Profile
Unclaimed Profile
WC

William Henry Collier

JOLLEY ASSET MANAGEMENT, LLC·ROCKY MOUNT, North Carolina
Series 7, Series 63, Series 65Clean record10 years registeredJOLLEY 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 · 10 years registered
Brand Profile
Not yet started
01

Career History

LIVE OAK PRIVATE WEALTH, LLC
May 2020 – present
JOLLEY ASSET MANAGEMENT, LLC
Jan 2016 – Apr 2020
ROCKY MOUNT, NC
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · January 30, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JOLLEY ASSET MANAGEMENT, LLC
CRD 113600 · SEC 801-60529
AUM
$283M
Regulatory assets under management
Employees
5
412 client accounts
Services offered by JOLLEY ASSET MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at JOLLEY ASSET MANAGEMENT, LLC →
Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

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
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 →

More Advisors in ROCKY MOUNT, North Carolina

Richard Lee Sanford
WHITENER CAPITAL MANAGEMENT, INC·ROCKY MOUNT, NC
Mark Ervin Roberts
IRONSIDES ASSET ADVISORS, LLC·ROCKY MOUNT, NC
James Blake Tharin
EMERALD ASSET MANAGEMENT, INC.·ROCKY MOUNT, NC
Emmett Wayne Gibson
IRONSIDES ASSET ADVISORS, LLC·ROCKY MOUNT, NC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (332)RALEIGH (174)GREENSBORO (75)ASHEVILLE (54)CHAPEL HILL (38)DURHAM (37)WILMINGTON (29)WINSTON-SALEM (26)CORNELIUS (14)CARY (13)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideASHEVILLE GuideCHAPEL HILL Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Request removal of this profile