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Alexander Logan Willard

Leconte Wealth Management, LLC

Maryville, TN

CRD 6959937

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Employer firm

Leconte Wealth Management, LLC CRD 168539

$347M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • TAX PLANNING SERVICES

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

Current Employers
Leconte Wealth Management, Llc

333 East Broadway Ave 4Th Floor, Maryville, TN 37804 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2018-08-31
  • TN RA
    APPROVED
    Since 2018-08-31

Branch Locations

333 East Broadway Ave 4Th Floor, Maryville, TN 37804 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Leconte Wealth Management, Llc Maryville TN 12/2016 05/2017
College Student Pressure Washing, Llc Atlanta GA 05/2017 09/2017
Leconte Wealth Management, Llc Maryville TN 11/2017 Present
Leconte Wealth Management, Llc Maryville TN 08/2018 Present
Maryville College Maryville TN 08/2013 05/2017
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-30
  • S65 Uniform Investment Adviser Law Examination
    2018-08-30

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
EDWARD JONES
KINGSVIEW WEALTH MANAGEMENT, LLC

Nearby Investors

MICHAEL BRIAN HOLLENBACH
Oliver Thomas Stephens
Anna McCready

Nearby Offices

LPL FINANCIAL LLC · MARYVILLE, TN
EDWARD JONES · Maryville, TN
KINGSVIEW WEALTH MANAGEMENT, LLC · Maryville, TN

More in Maryville, TN

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