James Creech, financial advisor Centerville OH

James Creech

CRD Number: 4563108
Current Firm: Silver Oak Securities, Inc.

James Creech (CRD# 4563108) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Centerville, OH and has over 19 years of experience in the finance industry. James 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Silver Oak Securities Centerville, OH Aug 2022 - Current 1
Invest Capital Partners Springboro, OH Nov 2020 - Aug 2022 1
Ameriprise Financial Services, Inc. Dayton, OH Sep 2005 - Sep 2020 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2004
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for James B. Creech
Phone Number: 731-668-3825
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,092
    MILLIONS
  • Total Number of Accounts
    10,178
    ACCOUNTS
  • Average Account Value
    $107,319
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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