William GettingsCRD Number: 1035568
Current Firm: Creative Financial Designs, Inc.
William Gettings (CRD# 1035568) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Lafayette, IN and has over 35 years of experience in the finance industry.
Prudential Financial Planning Services
Strategic Financial Group, LLC
Advice And Planning Services
|Cfd Investments, Inc.||Kokomo, IN||Jul 2002 - Current||15|
|Creative Financial Designs, Inc.||Kokomo, IN||Jul 2002 - Current||15|
|Gettings Reed Financial Services LLC||Lafayette, IN||Dec 1997 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1983|
|S65||NASAA Investment Advisors Law Examination||May 1999|
Total Assets Under Management918MILLIONS
Total Number of Accounts7,444ACCOUNTS
Average Account Value$123,308
- 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
- Market timing services
- Educational seminars/workshops
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, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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