Alan Napier

Alan Napier [ChFEBC℠]

Chase Tower East 229 W Main Street 7th Floor
Clarksburg, WV 26301

Original Certification Date 7/22/14

Organization: A.A. Napier Wealth Management
Broker Dealer: Fidelity Institutional Services

Phone: 304-623-7995 Extension:
Cell: 304-629-0598
Fax: 888-244-0985

States Currently Licensed: CA, DC, FL, IL, IN, KY, MD, OH, PA, VA, WV

CRD #: 4654167

Primary Insurance Companies: Licensed with numerous
insurance carriers. Recommendation of insurance policy is driven by the best interests of the client.

Primary Investment Companies: All investments recommendations are client-driven. A.A. Napier manages portfolios with discretion, using fundamental and technical analysis, using individual securities, mutual funds or exchange-traded funds.

Services: Retirement planning, investment management, insurance planning, estate planning, education planning, tax planing and long term care are some of the services that A.A. Napier Wealth Management provides. We also provide wealth management, portfolio construction, asset allocation and construction of investment policy statements for our clients. Fees are charged as a percentage of AUM or on an hourly or flat-fee basis.