Corley Investment Management

Corley Investment Management (CRD# 159719) is a financial advisory firm headquartered in Folsom, CA. They serve the financial needs of clients across 1 states (or territories).

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)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Corley Investment Management
Showing 1 - 1 of 1 top financial advisors.
William T. Corley
CRD#: 1963052
850 Iron Point Road, Suite 104, Folsom, CA 95630

William Corley (CRD# 1963052) is an Investment Advisor Representative working at Corley Investment Management in Folsom, CA and has over 27 years of experience in the finance industry. William Corley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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