Audrey Creak, financial advisor Medford OR

Audrey Creak

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Audrey R. Creak
Phone Number: 541-858-0166
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    139
    MILLIONS
  • Total Number of Accounts
    473
    ACCOUNTS
  • Average Account Value
    $293,869
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

NE, OR, WA

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