Bray Creech (CRD# 6379479) is an Investment Advisor Representative working at Joel Adams And Associates Inc. in Asheville, NC and has over 9 years of experience in the finance industry. Bray Creech has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4333814
Edward Jones
CRD# 7008925
Edward Jones
CRD# 2883544
Beacon Pointe Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Joel Adams And Associates, Inc. | New York, NY | Jun 2022 - Current | 1 |
| Raymond James Financial Services Advisors Inc. | Asheville, NC | Oct 2014 - Jun 2022 | 7 |
| Raymond James Financial Services, Inc. | Asheville, NC | Jul 2014 - Jun 2022 | 7 |
| People For The American Way | Washington, DC | Aug 2007 - Jul 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2014 |
- NY
- NC
- TX
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Total Assets Under Management244MILLIONS
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Total Number of Accounts925ACCOUNTS
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Average Account Value$264,265
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, LA, NC, NY, TX, VA
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