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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2006 (19 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
John’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.