Advisor at Blalock Williams, LLC
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Firm
Blalock Williams, LLC
Location
Alexander City, AL 35010
Credentials
CFP®, Series 66
Industry experience
8 years
Devereaux Williams is a CFP® professional with eight years of industry experience, currently serving at Blalock Williams, LLC since 2023. His background includes roles at The Ascent Group, Ameritas Advisory Services, and Ameritas Investment Corp, as well as a 12-year tenure with the PGA Tour. Williams holds board positions with several local organizations, including Scott Accounting, Wicker Point Country Club, and Lake Martin Auburn Club, and contributes as a columnist for Lake Martin Living Magazine. Blalock Williams serves individuals, high net worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, managing approximately $176 million in assets. The firm offers customized, long-term investment portfolios using ETFs, mutual funds, stocks, and bonds, and provides discretionary and non-discretionary management along with financial planning and retirement plan advisory services.
Based on Blalock Williams, LLC
Based on Blalock Williams, LLC
Financial planning services fixed annual engagement fee up to $4,000 per year, payable quarterly in arrears.
3065 Hwy. 63 S., Suite 101
Alexander City, AL 35010
Alabama
Blalock Williams, LLC
2023 - Present (3 years)
Scott Accounting Board Member
2022 - Present (4 years)
The Ascent Group, LLC
2021 - 2023 (2 years)
Ameritas Advisory Services, LLC
2018 - 2021 (3 years)
Ameritas Investment Corp
2017 - 2023 (6 years)
PGA Tour
2005 - 2017 (12 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Equality, AL
Avidian Wealth Solutions
Series 63, Series 65
Alexander City, AL
Leavell Investment Management, Inc.
Series 63, Series 65
Dadeville, AL
LPL Financial
CFP®, Series 63
Alexander City, AL
Raymond James Financial
Series 66
Alexander City, AL
Edward Jones
Series 66
Alexander City, AL
Ameriprise
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