Samantha Kirby (CRD# 6790427) is an Investment Advisor Representative working at Creative Money LLC in Mountlake Terrace, WA and has over 6 years of experience in the finance industry. Samantha Kirby 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# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creative Money LLC | Mountlake Terrace, WA | Apr 2017 - Current | 7 |
| Creative Money LLC | Mountlake Terrace, WA | Aug 2015 - Mar 2017 | 1 |
| Whatcom Educational Credit Union | Bellingham, WA | Apr 2014 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2017 |
- WA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Educational seminars/workshops
CA, IL, OR, WA
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