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William C
Series 65
Waco, TX
J. W. Cole Advisors, Inc.
William Curtiss is a financial advisor with J. W. Cole Advisors, Inc. in Waco, TX, holding a Series 65 designation and 15 years of industry experience. He has worked at J.W. Cole Advisors since 2019 and has operated Curtiss Wealth Management since 2016. In addition to his advisory roles, Curtiss serves as president of Curtiss Insurance Agency, a separate insurance services business he has managed since 2000. J.W. Cole Advisors is a large enterprise firm with over 480 advisors that offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for clients ranging from individuals to institutions. The firm employs a range of investment strategies and supports both discretionary and non-discretionary account management.
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