Shea CreedCRD Number: 3132676
Current Firm: Rbc Capital Markets, LLC
Shea Creed (CRD# 3132676) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Peoria, AZ and has over 16 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Rbc Capital Markets||Peoria, AZ||Oct 2009 - Current||8|
|Planco Financial Services||Wayne, PA||Jul 2006 - Oct 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2001|
|S66||NASAA Uniform Combined State Law Examination||Dec 2009|
- Financial Issue
Total Assets Under Management76,274MILLIONS
Total Number of Accounts192,243ACCOUNTS
Average Account Value$396,757
- 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