Rebecca Creavin, financial advisor Melville NY
96 score

Rebecca Creavin

CRD Number: 3076244
Current Firm: Wells Fargo Advisors, LLC

Rebecca Creavin (CRD# 3076244) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Melville, NY and has over 18 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.

Similar Advisors
Nat Prentice, financial advisor Melville NY
Nat Prentice
CRD# 832532
Altium Wealth Management LLC
Score
107
Similar Advisors
Peter Scholtz, financial advisor Melville NY
Peter D. Scholtz
CRD# 873183
Scholtz & Co
Score
103
Similar Advisors
Erich Beck, financial advisor Melville NY
Erich M. Beck
CRD# 6040390
Axa Advisors, LLC
Score
88
Professional Designations
Company Name Location Dates Years
Wells Fargo Advisors, LLC Melville, NY Nov 2012 - Current 4
Deutsche Bank Securities Inc. New York, NY Sep 2009 - Sep 2012 3
Deutsche Bank Trust Company Americas New York, NY Jul 2009 - Sep 2012 3
Citigroup Global Markets Inc. Uniondale, NY May 2007 - Jul 2009 2
Citicorp Securities Inc. New York, NY Jun 1998 - Oct 2007 9
Citibank, Na New York, NY May 1994 - Oct 2007 13
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
Contact Info for Rebecca W. Creavin
Phone Number: 314-875-3000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Rebecca Creavin and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.