William Thomas Corley

Employer firm

Corley Investment Management CRD 159719

1 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → Present
  Corley Investment Management
  Folsom, CA

Previous Registrations

• 2010-01-07 → 2012-02-06
  Cambridge Investment Research Advisors, Inc.
  Citrus Heights, CA
• 2009-10-06 → 2009-12-31
  Stonehurst Securities, Inc.
  Folsom, CA
  Citrus Heights, CA
• 2008-04-25 → 2009-10-09
  Pim Financial Services, Inc.
  Citrus Heights, CA
• 2002-09-06 → 2003-04-01
  Osaic Wealth, Inc.
  Citrus Heights, CA
  Citrus Heights, CA

Other Businesses

1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-20
• S63 Uniform Securities Agent State Law Examination
  1991-03-18

Designations

• Certified Financial Planner