Alexander
Haviland

Firstpurpose Wealth LLC

CRD#6364128
Investment Advisor
in Orem, UT

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About this Advisor

Alexander Haviland is a financial advisor working in Orem, Utah with a total of 9 years of relevant experience. Haviland is on the advisory team at Firstpurpose Wealth LLC. Their career trajectory has included roles at Ljcooper Capital Management, Nuskin and Dfpg Investments, Inc. Haviland holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Ohio, Texas, Utah, Virginia and Washington. Firstpurpose Wealth LLC is a financial advisory business that has its headquarters in Orem, UT. It has offices in two locations and a total of 46 people on staff. It oversees $458 million in total assets among its 3,255 accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 3,255 accounts, 16% are held by high-net-worth investors who have more than $1 million in assets. Firstpurpose Wealth LLC provides a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules largely are based on which services the firm provides the client. Fee types billed by Firstpurpose Wealth LLC most likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

462 E 800 N
Orem, UT 84097

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Firstpurpose Wealth LLC Brokerage Details

Total Assets Under Management

$458,072,364

UT Average: $693,624,108
Total Number of Employees

46

UT Average: 12
Total Number of Accounts

3,255

UT Average: 1,115
Average Account Size

$140,729

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Alexander Haviland Work History

Alexander has been registered as a financial advisor for 9 years.*

2016 - Present (8 years)

Dfpg Investments, Inc

2013 - Present (11 years)

Ljcooper Capital Management

2010 - 2013 (3 years)

Nuskin

*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 Haviland 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 Firstpurpose Wealth LLC

Norman Perkins
Orem, UT
Levi Port
Orem, UT
Sarah Hindmarsh
Orem, UT
Gregory Caldwell
Orem, UT
Sam Deaver
Orem, UT
Scott Carlson
Orem, UT
Landon Wray
Orem, UT
Kelby Mcmullin
Orem, UT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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