William Alexander, financial advisor Raleigh NC

William Alexander

CRD Number: 6742732
Current Firm: Edward Jones

William Alexander (CRD# 6742732) is an Investment Advisor Representative working at Edward Jones in Raleigh, NC and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones Raleigh, NC May 2018 - Current 3
Wells Fargo Clearing Services, LLC Raleigh, NC Jan 2017 - May 2018 1
Wells Fargo Bank Na Raleigh, NC Oct 2015 - Dec 2016 1
Wells Fargo Bank Na Kannapolis, NC Apr 2014 - Oct 2015 1
Vista Strategies Raleigh, NC Mar 2013 - Apr 2014 1
Alexander Certified Cleaning Raleigh, NC Jan 2011 - Oct 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2017
S66 NASAA Uniform Combined State Law Examination Jul 2018
Contact Info for William G. Alexander
Phone Number: 314-515-2000
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    519,780
    MILLIONS
  • Total Number of Accounts
    3,701,715
    ACCOUNTS
  • Average Account Value
    $140,416
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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