Chief Executive Officer and Investment Advisor Representative · Blalock Williams, LLC
John B. Blalock
CRD 5038926 · Named on Form ADV at one SEC-registered adviser
At a glance
Blalock Williams, LLC, an SEC-registered wealth manager based in Alexander City, AL with $243 million in regulatory assets, lists John B. Blalock on its Form ADV as Chief Executive Officer and Investment Advisor Representative, a control person.
Firms and roles
- Blalock Williams, LLCChief Executive Officer and Investment Advisor RepresentativeWealth manager · Alexander City, AL · $243M in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Elizabeth A. MomanChief Operating Officer, Blalock Williams, LLC
- Devereaux L. WilliamsCo-Founder and Chief Investment Officer, Blalock Williams, LLC
- Laura H. LaceyChief Compliance Officer, Blalock Williams, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.