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Alexander Blaney Harper

Wills Financial Group

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About Alexander Blaney Harper

Alexander Blaney Harper is a financial advisor registered in Virginia. Alexander is an Investment Advisor Representative for Wills Financial Group, a firm that provides financial planning and portfolio management services to individuals and high-net-worth individuals. Alexander has been in the industry since June 2021. Previously, Alexander worked for MCMG Capital Advisors, Inc. Alexander earned a Series 63 and Series 65.

Firm Information

Alexander Harper is currently registered with Wills Financial Group. Wills Financial Group is an investment advisor located in Richmond, VA. The firm manages approximately $333,295,200 in assets for 717 clients. Wills Financial Group provides financial planning and portfolio management services to individuals and retirement plans. They have 5 investment advisor representatives.
Wills Financial Group

704 LIBBIE AVENUE

RICHMOND, VA 23226-2622

$333.30M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexander Harper’s Registration & Firm History

VA

11/12/2022 - Present

Wills Financial Group (RICHMOND VA)

VA

10/12/2021 - 09/19/2022

MCMG CAPITAL ADVISORS, INC. (RICHMOND VA)

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Licenses & Designations

IA

Issued 11/12/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/27/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/12/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 06/07/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander Blaney Harper.
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