Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alec? Claim Your ProfileAlec Blaine Walker is a financial advisor with Crestmont Private Wealth LLC, a firm based in Boerne, TX. Alec has been in the industry since at least 2014. Alec is registered in Louisiana and Texas. Alec is also a Certified Financial Planner and has been a licensed insurance agent since 2015. Alec works with individuals, high net worth individuals, and corporations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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TX
05/31/2019 - Present
Crestmont Private Wealth LLC (BOERNE TX)
IA
Issued 10/09/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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