Audrey CreakCRD Number: 3071911
Current Firm: Oregon Pacific Wealth Management
Audrey Creak (CRD# 3071911) is an Investment Advisor Representative working at Oregon Pacific Wealth Management in Medford, OR and has over 19 years of experience in the finance industry.
Lpl Financial LLC
J.p. Morgan Securities LLC
Cutler Investment Counsel, LLC
|Oregon Pacific Wealth Management, LLC||Florence, OR||Jul 2016 - Current||5|
|Lpl Financial LLC||Florence, OR||Oct 2005 - Oct 2021||16|
|Oregon Pacific Banking Company||Florence, OR||Jun 2009 - Sep 2021||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2003|
|S65||NASAA Investment Advisors Law Examination||Mar 2008|
Total Assets Under Management139MILLIONS
Total Number of Accounts473ACCOUNTS
Average Account Value$293,869
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
NE, OR, WA
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