Advisor at Delaware Advisory Group, Inc.
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Firm
Delaware Advisory Group, Inc.
Location
Wilmington, DE 19803
Credentials
ChFC®, Series 63
Industry experience
48 years
William Curry is a financial advisor at Delaware Advisory Group, Inc. with 48 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes roles at firms such as Blackridge Asset Management, Kovack Advisors, and Berthel Fisher & Company Financial Services. Outside of investment advisory, he is president of Tax Possibilities, Inc., a business and estate planning firm, and Wealth Wisdom Group, Inc., which focuses on marketing. Delaware Advisory Group, Inc. operates primarily through a co-advisory model in partnership with Flexible Plan Investments, LTD, providing investment services, financial planning, and consulting. The firm focuses on selecting and monitoring external managers, conducting due diligence, and assisting clients with portfolio reviews and onboarding, while the co-advisor retains discretionary trading authority.
Based on Delaware Advisory Group, Inc.
1.0% annually
Commissions on insurance products sold by William Curry as a licensed insurance agent
$350 per hour for financial planning services
701 Foulk Road, Suite 2 G
Wilmington, DE 19803
Delaware · Pennsylvania
Delaware Advisory Group, Inc.
2025 - Present (1 year)
CreativeOneSecurities
2023 - 2024 (1 year)
Alexander Capital LP
2023 - 2023 (1 year)
Alexander Capital Wealth Management
2023 - 2023 (1 year)
Delaware Advisory Group, Inc.
2023 - Present (3 years)
Tax Possibilities, Inc.
2022 - Present (4 years)
Blackridge Asset Management, LLC
2020 - 2023 (3 years)
Peak Brokerage Services, LLC
2020 - 2023 (3 years)
Wealth Wisdom Group, Inc.
2018 - Present (8 years)
BFC Planning, Inc.
2017 - 2019 (2 years)
Berthel Fisher & Company Financial Services, Inc.
2017 - 2019 (2 years)
Curry Associates, Inc.
2013 - Present (13 years)
Kovack Advisors, inc.
2008 - 2017 (9 years)
Kovack Securities, Inc
2008 - 2017 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 65
Chadds Ford, PA
The Lyttle Company, LLC
John Lyttle III is President & CEO of The Lyttle Company LLC. In prior years, John served as Chief Operating Officer of Ogee Group LLC, a New York based Quantitative Hedge Fund. He went on to work on the Financial Planning & Analysis team at Vornado Realty Trust, one of the world's largest Real Estate Investment Trusts. John later was Senior Analyst to the Chief Financial Officer at Health Monitor Network, the leading Direct-to-Patient health education company. John has been acknowledged in a Wiley Finance Book Publication, "Advanced Equity Derivatives: Volatility and Correlation," for his contribution of many figures and problem solutions. He has been published in the Financial Times, The New York Times, and STEM Magazine and lectured at Johns Hopkins University on Black-Scholes and its use in pricing options. John holds an MS in Finance from Johns Hopkins University and a BS in Mathematics with a minor in Economics from Fordham University.
Series 65
Wilmington, DE
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Jura Investments, LLC
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Keystone Wealth Management Services Inc
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Compass Financial Advisors, LLC
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