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William George Alexander

Investment adviser representative at Corecap Advisors
21 yearsExperience
2 statesRegistered in
$4BFirm assets
15 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

21 years in the industry.

  1. Corecap AdvisorsJul 2018 to now
  2. Wg Alexander & AssociatesOct 2005 to now

Exams passed

  • Series 66 · Uniform Combined State Law2011
  • Series 65 · Uniform Investment Adviser Law2018

State registrations

Registered as an investment adviser representative in 2 states (NC, VA).

Corecap Advisors

Legal name: Corecap Advisors, LLC

$4BAssets managed
9,677Clients
117Advisers
15 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
5909436
Firm CRD
158819
Advisor's SEC record (opens in a new tab)
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