William Leverett Curtiss

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

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

Current Employers

Employment History

• 12/2010 → 10/2016
  Curtiss Wealth Advisory, Llc
  Waco, TX
• 07/2000 → Present
  Curtiss Insurance Agency
  Waco, TX
• 12/1994 → Present
  Sole Proprietor
  Waco, TX
• 04/2016 → 04/2019
  Global Financial Private Capital, Llc
  Sarasota, FL
• 04/2016 → Present
  Curtiss Wealth Management
  Waco, TX
• 04/2019 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2016-04-13 → 2019-04-24
  Global Financial Private Capital, Inc.
  Sarasota, FL
  Waco, TX
  Waco, TX
• 2011-03-17 → 2016-10-27
  Curtiss Wealth Advisory Llc
  Waco, TX

Other Businesses

-CURTISS INSURANCE AGENCY;NON INVESTMENT-RELATED; 7543 BOSQUE BLVD.,STE C, WACO, TX 76712; INSURANCE SERVICES; PRESIDENT/INSURANCE SALES; STARTED 07/2000; 70 hours per month -SOLE PROPRIETOR; NON INVESTMENT-RELATED; 7543 BOSQUE BLVD.,STE C, WACO, TX 76712; INSURANCE SERVICES; PRESIDENT/INSURANCE SALES; STARTED 12/1994; 2 hours per month CURTISS WEALTH MANAGEMENT - DBA

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-10-21

Other Names

• Bill Curtiss