Alec
Walker
Crestmont Private Wealth LLC
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About this Advisor
Alec Walker is a certified financial planner who works in Houston, Texas with a total of 4 years of relevant experience. Walker is on the advisory team at Crestmont Private Wealth LLC. Their career trajectory has included roles at Sams Club, Avondale Wealth Management LLC, University Of Houston Rec Center, University Of Houston and Crestmont Private Wealth LLC. Walker maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to advise clients in Louisiana and Texas. Crestmont Private Wealth LLC is an advisory company operating out of Houston, TX. The company has just five advisors. It has $221 million in assets under management among its 552 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 552 accounts, 37% belong to high-net-worth investors who have more than $1 million in assets. Crestmont Private Wealth LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fee types charged by Crestmont Private Wealth LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Crestmont Private Wealth LLC Brokerage Details
$221,322,295
5
552
$400,946
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Alec Walker Work History
Alec has been registered as a financial advisor for 4 years.*
Crestmont Private Wealth LLC
Avondale Wealth Management LLC
Sams Club
University Of Houston Rec Center
University Of Houston
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alec Walker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Crestmont Private Wealth LLC
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
