Donald Creech, financial advisor Port Orchard WA

Donald Creech

CRD Number: 56876
Current Firm: Investor Resources Inc.

Donald Creech (CRD# 56876) is founder and president of Investor Resources, Inc. He is an Investment Advisor Representative working at Investor Resources Inc. in Port Orchard, WA and has over 33 years of experience in the finance industry. Donald Creech 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 putclients' interests first and comply with the Financial Planning Practice Standards. Donald had taken additional exams and met annual certification requirements of fi360 to be an Accredited Investment Fiduciary®. 

CONTACT
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Professional Designations
Company Name Location Dates Years
Donald G Creech Port Orchard, WA Jun 1990 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1982
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Donald G. Creech
Phone Number: 360-895-9119
Registered State(s):
  • TX
  • WA
  • AZ
By the Numbers
  • Total Assets Under Management
    49
    MILLIONS
  • Total Number of Accounts
    142
    ACCOUNTS
  • Average Account Value
    $348,226
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

AZ, TX, WA

Firm Disclaimer:

Investor Resources, Inc. only transacts business in states where it is properly registered or notice filed, or excluded or exempted from registration requirements. Follow-up and individualized responses that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, as the case may be, will not be made absent compliance with state investment adviser and investment adviser representative registration requirements, or an applicable exemption or exclusion.

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Data verified by both the advisor and the public regulatory data.

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