Alexander Harper (CRD# 7397834) is an Investment Advisor Representative working at Wills Financial Group in Richmond, VA and has over 2 years of experience in the finance industry.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wills Financial Group | Richmond, VA | Sep 2022 - Current | 1 |
| Rosemary Capital Management | Chevy Chase, MD | Jan 2018 - Current | 6 |
| Matrix Capital Markets Group, Inc. | Richmond, VA | Jun 2021 - Sep 2022 | 1 |
| Mcmg Capital Advisors, Inc. | Richmond, VA | Jun 2021 - Sep 2022 | 1 |
| Washington And Lee University | Lexington, VA | Sep 2017 - Jun 2021 | 3 |
| Dpm Capital | New York, NY | Jun 2019 - Sep 2019 | < 1 |
| Georgetown Preparatory School | North Bethesda, MD | Sep 2013 - Sep 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2021 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- VA
-
Total Assets Under Management333MILLIONS
-
Total Number of Accounts717ACCOUNTS
-
Average Account Value$464,847
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, LA, NC, NJ, PA, TN, TX, VA
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