William Collier, financial advisor Rocky Mount NC

William Collier

CRD Number: 1123362
Current Firm: Live Oak Private Wealth, LLC

William Collier (CRD# 1123362) is an Investment Advisor Representative working at Live Oak Private Wealth, LLC in Rocky Mount, NC and has over 40 years of experience in the finance industry.

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Equitable Advisors, LLC
Company Name Location Dates Years
Live Oak Private Wealth, LLC Wilmington, NC May 2020 - Current 3
Jolley Asset Management, LLC Rocky Mount, NC Jan 2016 - Apr 2020 4
Ftb Advisors, Inc. Raleigh, NC Aug 2015 - Jan 2016 < 1
Investors Trust Company Chapel Hill, NC Oct 2007 - Aug 2015 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1983
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for William H. Collier
Phone Number: (844) 469-5679
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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