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Devereaux Lee Williams

BLALOCK WILLIAMS, LLC·ALEXANDER CITY, Alabama
SIE, Series 7, Series 66CFPClean record8 years registeredBLALOCK WILLIAMS, LLC
175 ALIANT PARKWAY, ALEXANDER CITY, AL 35010CRD# 6847309Firm CRD# 325465

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Devereaux Lee Williams · ALEXANDER CITY, AL
Registration
CRD #6847309 · BLALOCK WILLIAMS, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

BLALOCK WILLIAMS, LLC
Mar 2023 – present
AMERITAS ADVISORY SERVICES
Aug 2021 – Sep 2021
HOMEWOOD, AL
THE ASCENT GROUP, LLC
Jun 2021 – May 2023
Homewood, AL
AMERITAS ADVISORY SERVICES
Jan 2018 – Aug 2021
HOMEWOOD, AL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · January 2, 2018
Years registered · 8
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BLALOCK WILLIAMS, LLC
CRD 325465 · SEC 801-129757
AUM
$106M
Regulatory assets under management
Employees
4
499 client accounts
Services offered by BLALOCK WILLIAMS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BLALOCK WILLIAMS, LLC →
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05

Frequently Asked Questions

What services does Devereaux Lee Williams offer?
Devereaux Lee Williams specializes in Financial Planning, Investment Management. Contact their office in ALEXANDER CITY, Alabama for a consultation.
What are Devereaux Lee Williams's credentials?
Devereaux Lee Williams holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Devereaux Lee Williams located?
Devereaux Lee Williams is based in ALEXANDER CITY, Alabama, working with BLALOCK WILLIAMS, LLC. Their office serves clients in the ALEXANDER CITY metropolitan area and surrounding communities.
How does Devereaux Lee Williams charge for services?
Devereaux Lee Williams's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLALOCK WILLIAMS, LLC?
BLALOCK WILLIAMS, LLC has approximately 4 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BLALOCK WILLIAMS, LLC

John Butler Blalock
ALEXANDER CITY, AL
CFP

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Research
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