Alexander Williamson, financial advisor Everett WA

Alexander Williamson

CRD Number: 2082975
Current Firm: Pacific Crest Financial Advisors, LLC

Alexander Williamson (CRD# 2082975) is an Investment Advisor Representative working at Pacific Crest Financial Advisors, LLC in Everett, WA and has over 31 years of experience in the finance industry. Alexander Williamson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Avenal Land & Oil Company San Francisco, WA Jun 1988 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1990
S65 NASAA Investment Advisors Law Examination Sep 1994
Contact Info for Alexander F. Williamson
Phone Number: 425-609-3797
Registered State(s):
  • CA
  • WA
By the Numbers
  • Total Assets Under Management
    62
    MILLIONS
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $1,143,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, WA

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