Derrell G. Crimm

WALTON FINANCIAL

Birmingham, AL 35243

CRD#: 4393758

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Professional summary

Derrell Glenn Crimm, CFP® is a registered financial advisor currently at WALTON FINANCIAL located in Birmingham, Alabama.

Derrell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Derrell has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derrell Glenn Crimm's CRS (Customer Relationship Summary).

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

Start date: 2002

Experience

Current

June 30, 2026 - Present

WALTON FINANCIAL

Office #1: 1800 International Park Drive Suite 10, Birmingham, AL 35243

RIA

CRD#: 331634

Birmingham, AL

Past

October 1, 2015 - July 1, 2026

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Birmingham, AL

Past

October 1, 2015 - July 1, 2026

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Birmingham, AL

Past

March 21, 2003 - October 5, 2015

OSAIC FA, INC.

RIA

CRD#: 3978

BIRMINGHAM, AL

Past

February 27, 2003 - April 1, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

February 27, 2003 - October 5, 2015

OSAIC FA, INC.

CRD#: 3978

BIRMINGHAM, AL

Past

May 10, 2001 - August 21, 2002

FORESIDE FUNDS DISTRIBUTORS LLC

CRD#: 31334

PORTLAND, ME

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WALTON FINANCIAL

CRD#: 331634 / SEC#: 801-130481

RIA

Registered Investment Advisory firm - (6/14/2024 Approved)

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

Alabama
(6/30/2026)

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: 3/18/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/25/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/18/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/9/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WALTON FINANCIAL

CRD#: 331634 / SEC#: 801-130481

RIA

Registered Investment Advisory firm - (6/14/2024 Approved)

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Contact information

Main Address

2564 18th Street South, Birmingham, AL 35209

Mailing Address

Phone number

(205) 871-0154

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WALTON ADV 2A FEBRUARY 2026 (2/6/2026)

Regulatory assets under management

Total Number of Accounts	526
AUM (Assets Under Management)	$ 182,903,769

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.

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Advisor Monitoring

Firm Stability Insights

Derrell G. Crimm

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derrell Glenn Crimm's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

FORESIDE FUNDS DISTRIBUTORS LLC

Primary Firm SEC Registration

WALTON FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 3/18/2003

Series 63

Date: 5/25/2001

SIE

Date: 10/1/2018

Series 7

Date: 6/18/2003

Series 6

Date: 5/9/2001

Current Firm

WALTON FINANCIAL

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WALTON FINANCIAL

TRUST BUT VERIFY

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