Rebecca Creavin (CRD# 3076244) is an Investment Advisor Representative working at Bison Wealth, LLC in Sea Cliff, NY and has over 25 years of experience in the finance industry. Rebecca Creavin 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# 2708116
Park Avenue Securities LLC
CRD# 4632189
Sarsi, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bison Wealth, LLC | Sea Cliff, NY | Jul 2023 - Current | < 1 |
| Capital Group Private Client Services, Inc. | Los Angeles, CA | Jul 2021 - Jul 2023 | 2 |
| Capital Bank & Trust Company | New York, NY | Feb 2018 - Jul 2021 | 3 |
| Wells Fargo Clearing Services, LLC | Melville, NY | Dec 2012 - Mar 2018 | 5 |
| Wells Fargo Bank | Melville, NY | Nov 2012 - Feb 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1998 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2013 |
- CT
- NJ
- NY
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Total Assets Under Management1,605MILLIONS
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Total Number of Accounts4,347ACCOUNTS
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Average Account Value$369,322
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
AL, CA, CT, FL, GA, IA, IL, LA, MA, MD, MS, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI
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