James CreechCRD Number: 4563108
Current Firm: Ameriprise Financial Services, Inc.
James Creech (CRD# 4563108) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Dayton, OH and has over 13 years of experience in the finance industry.
Sound Financial Investment Management, LLC
Raymond James & Associates, Inc.
|American Express Financial Advisors Inc.||Dayton , OH||Apr 2002 - Current||15|
|Ids Life Insurance Company||Dayton , OH||Apr 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2004|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV