Alec Walker (CRD# 6387228) is an Investment Advisor Representative working at Crestmont Private Wealth LLC in Boerne, TX and has over 9 years of experience in the finance industry. Alec Walker 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# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crestmont Private Wealth LLC | Houston, TX | May 2019 - Current | 5 |
| Avondale Wealth Management LLC | Houston, TX | Feb 2014 - Sep 2019 | 5 |
| University Of Houston | Houston, TX | Feb 2011 - Dec 2014 | 3 |
| University Of Houston Rec Center | Houston, TX | Jan 2011 - Sep 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2014 |
- LA
- TX
-
Total Assets Under Management257MILLIONS
-
Total Number of Accounts616ACCOUNTS
-
Average Account Value$416,645
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CO, LA, TX
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