Advisor at Blalock Williams, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Blalock Williams, LLC
Location
Homewood, AL 35209
Credentials
CFP®, Series 63, Series 66
Industry experience
20 years
John Blalock IV is a CFP® professional with 20 years of industry experience. He is currently with Blalock Williams, LLC, where he has worked since 2023. His prior experience includes roles at The Ascent Group, LLC, Ameritas Advisory Services, and Ameritas Life Insurance Company. Outside of advisory work, he is licensed as an independent insurance agent and owns an accounting entity. Blalock Williams serves a diverse client base including individuals, high net worth clients, trusts, estates, businesses, charitable organizations, retirement plans, and banking or thrift institutions. The firm manages approximately $176 million in assets, offering customized, long-term investment portfolios along with discretionary and non-discretionary management 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.
2906 Crescent Avenue
Homewood, AL 35209
Alabama · Texas
Blalock Williams, LLC
2023 - Present (3 years)
The Ascent Group, LLC
2021 - 2023 (2 years)
BSC Outdoors, LLC
2010 - 2021 (11 years)
Ameritas Advisory Services, LLC
2006 - 2021 (15 years)
Ameritas Life Insurance Company
2005 - 2023 (18 years)
Ameritas Investment Corp.
2005 - 2023 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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 65
Hoover, AL
Plimsoll Financial Planning, LLC
CFP®, Series 63, Series 65
Birmingham, AL
DMC Wealth Management, LLC
Series 66
Birmingham, AL
Sutton Financial Group
CFP®
Vestavia Hills, AL
Four10 Planning
Hello! I am Rebecca Yerby, CFP® and the founder of four10 planning. I reside in Birmingham, AL with my husband, two sons, and two dogs. I work with clients both locally and virtually and strive to build deep meaningful relationships with my clients. In April of 2023, I launched four10 planning to serve mission-driven millennials and their families and help them achieve their financial goals. My goal is to help clients build solid financial foundations to give them the freedom to live generously by giving of their time, talents, and resources back to their communities. Financial services has often underserved millennials and their families, and I am looking to change that. Through advice-only, comprehensive financial planning and financial education, we strive to help our clients feel confident in their financial lives so they can focus on all of the other things that are important to them. When I'm not working with clients or spending time with family, you can find me actively involved in my church and local community.
Series 63, Series 65
Birmingham, AL
Anderson Asset Management
CFP®, Series 63
Birmingham, AL
Wesban Financial Consultants, P.C.
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