Andrew Creme (CRD# 6788508) is an Investment Advisor Representative working at Sagespring Wealth Partners in Frisco, TX and has over 7 years of experience in the finance industry. Andrew Creme has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Sagespring Wealth Partners | Frisco, TX | Nov 2022 - Current | 1 |
Scott Keffer International | Frisco, TX | Jan 2022 - Current | 2 |
Creme Wealth Team | Frisco, TX | Jan 2021 - Current | 3 |
Business Plan Writing | Mckinney, TX | Apr 2019 - Current | 5 |
Raymond James Financial Services, Inc. | Frisco, TX | Jun 2017 - Current | 7 |
Southwestern Investment Advisory Services | Franklin, TN | Jun 2017 - Current | 7 |
Southwestern Investment Group | Frisco, TX | Jul 2017 - Nov 2022 | 5 |
Mba Partners LLC | Propser, TX | Jan 2017 - Jun 2017 | < 1 |
Mba Partners | Lake Mary, FL | May 2015 - Dec 2016 | 1 |
Md Practice Consulting | Lake Mary, FL | Sep 2009 - May 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2017 |
S65 | NASAA Investment Advisors Law Examination | Mar 2017 |
- AL
- TX
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Total Assets Under Management5,503MILLIONS
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Total Number of Accounts28,921ACCOUNTS
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Average Account Value$190,272
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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