AdvisorOS Directory
Claim Profile
Unclaimed Profile
JB

John Butler Blalock

BLALOCK WILLIAMS, LLC·ALEXANDER CITY, Alabama
SIE, Series 6, Series 7, Series 24, Series 63, Series 66CFPClean record19 years registeredBLALOCK WILLIAMS, LLC
175 ALIANT PARKWAY, ALEXANDER CITY, AL 35010CRD# 5038926Firm CRD# 325465

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Butler Blalock · ALEXANDER CITY, AL
Registration
CRD #5038926 · BLALOCK WILLIAMS, LLC · 19 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
Nov 2006 – Aug 2021
HOMEWOOD, AL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 66
Registration record
First registered · November 16, 2006
Years registered · 19
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 →
Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ALEXANDER CITY?

Browse all registered financial advisors in ALEXANDER CITY, Alabama or claim this profile if it's yours.

Browse ALEXANDER CITY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does John Butler Blalock offer?
John Butler Blalock specializes in Financial Planning, Investment Management. Contact their office in ALEXANDER CITY, Alabama for a consultation.
What are John Butler Blalock's credentials?
John Butler Blalock holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is John Butler Blalock located?
John Butler Blalock 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 John Butler Blalock charge for services?
John Butler Blalock'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BLALOCK WILLIAMS, LLC

Devereaux Lee Williams
ALEXANDER CITY, AL
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Alabama
BIRMINGHAM (228)MOBILE (35)HUNTSVILLE (28)MONTGOMERY (19)VESTAVIA HILLS (16)FAIRHOPE (9)HOOVER (8)TUSCALOOSA (7)VESTAVIA (7)DAPHNE (6)
City Guides
BIRMINGHAM GuideMOBILE GuideHUNTSVILLE GuideMONTGOMERY GuideVESTAVIA HILLS Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
Request removal of this profile