William Russell Lloyd
Investment adviser representative at Alexander Capital Wealth Management LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$238.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Alexander Capital Wealth Management LLCJan 2026 to now
- Spire Investment Partners, LLCAug 2019 to now
- LPL Financial LLCMay 2011 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (TX).
Alexander Capital Wealth Management LLC
$238.1MAssets managed
614Clients
32Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1995407
- Firm CRD
- 157714