Margaret EddyCRD Number: 1068676
Current Firm: Creative Capital Management Inc.
Margaret Eddy (CRD# 1068676) is an Investment Advisor Representative working at Creative Capital Management Inc. in San Diego, CA and has 1 year of experience in the finance industry. Margaret Eddy 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.
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|Creative Capital Management Inc.||San Diego, CA||Apr 1980 - Current||36|
Total Assets Under Management279MILLIONS
Total Number of Accounts653ACCOUNTS
Average Account Value$426,952
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)