Alexander F. Williamson

PACIFIC CREST FINANCIAL ADVISORS

Everett, WA 98201

Some features on this profile are disabled

CRD#: 2082975

Professional summary

Alexander Fergus Case Williamson, CFP®, who also goes by Alec Williamson, Alexander Fc Williamson, Alexander Williamson, is a registered financial advisor currently at PACIFIC CREST FINANCIAL ADVISORS, LLC located in Everett, Washington.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Alexander has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alec Williamson | Alexander Fc Williamson | Alexander Williamson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Fergus Case Williamson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

December 13, 2010 - Present

PACIFIC CREST FINANCIAL ADVISORS, LLC

Office #1: 2828 Colby Avenue Suite 405, Everett, WA 98201

RIA

CRD#: 155774

Everett, WA

Past

November 8, 2006 - September 23, 2010

STANCORP INVESTMENT ADVISERS, INC.

RIA

CRD#: 110228

LYNNWOOD, WA

Past

May 10, 2005 - December 31, 2006

LAKERIDGE FINANCIAL PARTNERS LLC

RIA

CRD#: 111350

SEATTLE, WA

Past

May 19, 1992 - November 15, 1994

SUNAMERICA SECURITIES, INC.

CRD#: 20068

Past

September 11, 1990 - May 19, 1992

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

CRD#: 5774

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/27/2011)

IAR

Washington
(12/13/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/8/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/1/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/22/1990

General Securities Representative Examination

Current Firm

PACIFIC CREST FINANCIAL ADVISORS, LLC

CRD#: 155774 / SEC#:

California

Registered Investment Advisory firm - (1/27/2011 Approved)

Washington

Registered Investment Advisory firm - (12/13/2010 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2828 Colby Avenue Suite 405, Everett, WA 98201

Mailing Address

Phone number

(425) 609-3797

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	136
AUM (Assets Under Management)	$ 56,618,911

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Matthew Boelter

EDELMAN FINANCIAL ENGINES

IAR

LYNNWOOD, WA

Marcus Dusenbury

EDELMAN FINANCIAL ENGINES

IAR

LYNNWOOD, WA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Alexander F. Williamson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Fergus Case Williamson's CRS (Customer Relationship Summary).

Certified licenses

Experience

PACIFIC CREST FINANCIAL ADVISORS, LLC

STANCORP INVESTMENT ADVISERS, INC.

LAKERIDGE FINANCIAL PARTNERS LLC

SUNAMERICA SECURITIES, INC.

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/8/1994

Series 63

Date: 8/1/1990

Series 7

Date: 8/22/1990

Current Firm

PACIFIC CREST FINANCIAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PACIFIC CREST FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors