Alexander
Willard
Leconte Wealth Management, LLC
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About this Advisor
Alexander Willard is a financial advisor working in Maryville, Tennessee with a total of 5 years of industry experience. Willard is currently employed by Leconte Wealth Management, LLC. Over the course of their career, they have held roles at 21St Mortgage, Home Federal Bank, Leconte Wealth Management, LLC, College Student Pressure Washing, LLC, Maryville College and Student. Willard holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in Tennessee. Leconte Wealth Management, LLC is a registered investment business operating out of Maryville, TN. It has $209 million in total assets across its 607 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm serves two charities and foundations. Of its 607 accounts, 20% belong to high-net-worth clients who have at least $1 million in assets available to invest. Leconte Wealth Management, LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. Financial management fees usually vary depending on which services the firm provides the client. However, fees charged by Leconte Wealth Management, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Leconte Wealth Management, LLC Brokerage Details
$208,517,291
9
607
$343,521
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Alexander Willard Work History
Alexander has been registered as a financial advisor for 5 years.*
Leconte Wealth Management, LLC
Leconte Wealth Management, LLC
College Student Pressure Washing, LLC
Home Federal Bank
Leconte Wealth Management, LLC
21St Mortgage
Maryville College
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alexander Willard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Leconte Wealth Management, LLC
Maryville, TN
Maryville, TN
Maryville, TN
Maryville, TN
Maryville, TN
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