John Blalock
John Blalock is a CFP-designated registered investment advisor at Blalock Williams, LLC, based in Alexander City, AL, with 20 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 272 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blalock Williams charges a percentage of your portfolio's value each quarter. The annual fee can be up to 1.50%, depending on the complexity of your situation, the amount you invest, and your overall relationship with them. Fees are negotiable. The fee covers Blalock Williams's advice, but you'll also pay separate fees for things like trading and account custody.
Location
3065 Hwy. 63 S., Suite 101, Alexander City, AL, 35010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is a licensed independent insurance agent selling fixed insurance products through Nowlin and Associates since 2006, dedicating a few hours per week. He also engages in personal real estate investing and owns several LLCs related to real estate and passive investments in Amazon retail businesses, requiring minimal time commitment.
Employment History
Current Registrations
Blalock Williams, LLC
Previous Registrations
Ameritas Advisory Services
The Ascent Group, LLC
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.