Christopher Creed
CRD Number: 2504698Current Firm: Venturi Private Wealth
Compensation Model: Fee Only
Christopher Creed (CRD# 2504698) is an Investment Advisor Representative working at Venturi Wealth Management in Austin, TX and has over 24 years of experience in the finance industry. Christopher Creed 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 putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Venturi Wealth Management, LLC | Austin, TX | Oct 2018 - Current | 5 |
Northern Lights Distributors, LLC | Omaha, NE | Dec 2013 - Oct 2018 | 4 |
Afam Capital, Inc. | Austin, TX | Jul 2013 - Oct 2018 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1994 |
S65 | NASAA Investment Advisors Law Examination | Mar 2004 |
- LA
- TX
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Total Assets Under Management2,309MILLIONS
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Total Number of Accounts3,429ACCOUNTS
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Average Account Value$673,360
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, FL, GA, IL, KS, LA, OK, TN, TX
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