John Blalock (CRD# 5038926) is an Investment Advisor Representative working at Blalock Williams, LLC in Alexander City, AL and has over 18 years of experience in the finance industry. John Blalock 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.
CRD# 4412434
City National Rochdale
CRD# 3216050
State Farm Investment Management Corp.
CRD# 5635860
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blalock Williams, LLC | Alexander City, AL | Mar 2023 - Current | 1 |
| The Ascent Group, LLC | Homewood, AL | Jun 2021 - May 2023 | 1 |
| Ameritas Life Insurance Company | Lincoln, NE | Sep 2005 - Mar 2023 | 17 |
| Ameritas Investment Corp. | Lincoln, NE | Sep 2005 - Mar 2023 | 17 |
| Bsc Outdoors, LLC | Lincoln, NE | Jul 2010 - Dec 2021 | 11 |
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2006 - Sep 2021 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2006 |
- AL
- TX
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Total Assets Under Management106MILLIONS
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Total Number of Accounts499ACCOUNTS
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Average Account Value$211,424
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
TX
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