Lea Anne CreekmoreCRD Number: 4989663
Current Firm: Truist Advisory Services, Inc.
Lea Anne Creekmore (CRD# 4989663) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Virginia Beach, VA and has over 16 years of experience in the finance industry.
Martello Investments, LLC
Fidelity Personal And Workplace Advisors
Truist Advisory Services, Inc.
|Truist Investment Services, Inc.||Virginia Beach, VA||Feb 2021 - Current||1|
|Truist Advisory Services, Inc.||Atlanta, GA||Feb 2021 - Current||1|
|Bb&t||Chesapeake, VA||Jan 2019 - Feb 2021||2|
|Bb&t Securities, LLC||Richmond, VA||Jan 2018 - Feb 2021||3|
|Bb&t Investment Services, Inc.||Charlotte, NC||Aug 2014 - Feb 2021||6|
|Bb&t||Suffolk, VA||Aug 2014 - Jan 2019||4|
|Pnc Investments||Chesapeake, VA||Jun 2013 - Aug 2014||1|
|Pnc Bank||Greenbrier, VA||Jun 2013 - Aug 2014||1|
|J & G Fence And Deck||Chesapeake, VA||Jan 2012 - May 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2005|
Total Assets Under Management61,581MILLIONS
Total Number of Accounts126,886ACCOUNTS
Average Account Value$485,328
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, VI, VT, WA, WI, WV, WY
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