David Nute (CRD# 2375384) is an Investment Advisor Representative working at Creative Retirement Planning, Inc. in Sequim, WA and has over 30 years of experience in the finance industry.
CRD# 1360876
Edward Jones
CRD# 6657665
Edward Jones
CRD# 3260282
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creative Retirement Planning, Inc. | Sequim, WA | Jan 2011 - Current | 13 |
| Creative Retirement Planning | Sequim, WA | Jul 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1993 |
- WA
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$218,477
- 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
- Educational seminars/workshops
WA
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