Alexander Logan Willard
Investment adviser representative at Leconte Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
$346.8MFirm assets
13 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
Experience
13 years in the industry.
- Leconte Wealth Management, LLCNov 2017 to now
- College Student Pressure Washing, LLCMay 2017 to Sep 2017
- Leconte Wealth Management, LLCDec 2016 to May 2017
- Maryville CollegeAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (TN).
Leconte Wealth Management, LLC
$346.8MAssets managed
332Clients
7Advisers
13 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
- 6959937
- Firm CRD
- 168539