Devereaux Williams
Devereaux Williams is a CFP-designated registered investment advisor at Blalock Williams, LLC, based in Alexander City, AL, with 8 years of industry experience. Devereaux 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
Devereaux is a licensed insurance professional selling life, disability, and fixed insurance, dedicating about 10-20% of his time to this. He also participates in various board and management roles, including for Scott Accounting, Emilee Family Investments LLC, Wicker Point Country Club, First United Methodist Church, Lake Martin Auburn Club, Alexander City Planning Commission, LW Private Wealth LLC, and The Other Office AC, LLC, as well as being a columnist for Lake Martin Living Magazine and a member of RSW Properties, LLC.
Employment History
Current Registrations
Blalock Williams, LLC
Previous Registrations
Ameritas Advisory Services
The Ascent Group, LLC
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
State Registrations1 state
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.