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William A

Series 65, Series 66

Raleigh, NC

Corecap Advisors

William Alexander is a financial advisor with Corecap Advisors in Raleigh, NC, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. He has been associated with WG Alexander & Associates since 2005. Outside of his advisory role, he serves on the boards of the Roanoke Island Historical Association and the North Carolina Center for Public Policy Research and is president of the NC Chapter of the National Academy of ElderLaw Attorneys. Corecap Advisors serves individuals, including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, and bonds.

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management Private / alternative investments Self-Employed
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