William Corey (CRD# 6024760) is an Investment Advisor Representative working at Sofi Wealth LLC in Claymony, DE and has over 10 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| 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
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