Alexander Fergus Case Williamson

Employer firm

Pacific Crest Financial Advisors, LLC CRD 155774

$79.8M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1988 → Present
  Avenal Land & Oil Company
  San Francisco, WA
• 10/2010 → Present
  Pacific Crest Financial Advisors, Llc
  Everett, WA

Previous Registrations

• 2006-11-08 → 2010-09-23
  Stancorp Investment Advisers, Inc.
  Lynnwood, WA
• 2005-05-10 → 2006-12-31
  Lakeridge Financial Partners Llc
  Seattle, WA

Other Businesses

ALEXANDER FC WILLIAMSON, IS ACTIVELY INVOLVED IN AVENAL LAND & OIL COMPANY WHERE HE IS PRESIDENT AND IS ON THE BOARD OF DIRECTORS. AVENAL LAND & OIL CO. IS A REAL ESTATE HOLDING COMPANY WHOSE MAJOR ASSETS INCLUDE A CATTLE RANCH IN CALIFORNIA'S CENTRAL VALLEY AND PORTIONS OF SEVERAL BUILDINGS IN THE SAN FRANCISCO BAY AREA. THE APPLICANT ALLOTS LESS THAN 10% OF HIS TIME IN AVENAL'S BUSINESS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-09-08
• S63 Uniform Securities Agent State Law Examination
  1990-08-01

Designations

• Certified Financial Planner

Other Names

• Alec Williamson
• Alexander Williamson
• Alexander Fc Williamson