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Alec Blaine Walker

Crestmont Private Wealth LLC

Boerne, TX

CRD 6387228

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Employer firm

Crestmont Private Wealth LLC CRD 304170

$363M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Crestmont Private Wealth Llc

604 S. Main St, Boerne, TX 78006 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-05-31
  • TX RA
    APPROVED
    Since 2019-05-31

Branch Locations

604 S. Main St, Boerne, TX 78006 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Avondale Wealth Management Llc Houston TX 02/2014 09/2019
Crestmont Private Wealth Llc Houston TX 05/2019 Present
Previous Registrations
Other Businesses

INSURANCE AGENT; SALES & SERVICE OF GENERAL LINES, START DATE: 11/2015

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-09
  • S65 Uniform Investment Adviser Law Examination
    2014-10-09
Designations
  • Certified Financial Planner
Other Names
  • Alec Baine Walker

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
EDWARD JONES

Nearby Investors

VIRGINIA ETHEREDGE THOMPSON
Erik David Holt
Caleb Keith Clark

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Boerne, TX
OSAIC WEALTH, INC. · BOERNE, TX
EDWARD JONES · Boerne, TX

More in Boerne, TX

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