William George Alexander

Employer firm

Corecap Advisors CRD 158819

$3.99B regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2005 → Present
  Wg Alexander & Associates
  Raleigh, NC

Previous Registrations

• 2011-11-21 → 2014-12-31
  Trustee Empowerment & Protection, Inc.
  Raleigh, NC

Other Businesses

BASA LLC, REAL ESTATE HOLDING CO.; WG ALEXANDER & ASSOCIATES - LAW FIRM; BASA CONSULTING, LLC; ROANOKE ISLAND HISTORICAL ASSOCIATION ENDOWMENT BOARD - BOARD MEMBER; MID-SOUTH FORUM OF ESTATE PLANNING ATTORNEYS - TREASURER; ROANOKE ISLAND HISTORICAL ASSOCIATION - BOARD MEMBER; WILLIAM BLACK LODGE - TREASURER AND BOARD MEMBER; ALEXANDER FAMILY PARTNERSHIP - PARTNER; NC CHAPTER OF NATIONAL ACADEMY OF ELDERLAW ATTORNEYS - PRESIDENT; NORTH CAROLINA CENTER FOR PUBLIC POLICY RESEARC - BOARD OF DIRECTORS

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-07-30
• S66 Uniform Combined State Law Examination
  2011-11-19

Other Names

• William George Alexander
• William Alexander