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Alec Blaine Walker

Crestmont Private Wealth LLC

Boerne, TX

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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
Other Names
  • Alec Baine Walker

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP. · Boerne, TX
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WELLS FARGO CLEARING SERVICES, LLC · BOERNE, TX
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