Larry
Chavez

Creative Financial Designs, Inc

CRD#6397001
Investment Advisor
in Hollister, CA

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About this Advisor

Larry Chavez is a financial advisor based out of Hollister, California with a total of 7 years of industry experience. Chavez is an employee of Creative Financial Designs, Inc. Throughout their career, Chavez has worked at Home Depot, World Finance Group, Next Financial Group and Cfd Investments. Chavez has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Creative Financial Designs, Inc is an advisory business operating out of Kokomo, IN. The firm has offices in 94 locations and a total of 145 people on staff. It oversees $2 billion in assets between its 11,616 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advice to seven charities and foundations. Of its 11,616 customer accounts, just 5% are associated with high-net-worth investors who have at least $1 million in assets. Creative Financial Designs, Inc has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, market timing services and educational seminars. Financial management fee schedules typically vary depending on which services are offered. However, fees charged by Creative Financial Designs, Inc most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

650 San Benito St Suite 130
Hollister, CA 95023

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Creative Financial Designs, Inc Brokerage Details

Total Assets Under Management

$1,710,359,005

CA Average: $1,347,246,178
Total Number of Employees

145

CA Average: 46
Total Number of Accounts

11,616

CA Average: 1,775
Average Account Size

$147,242

CA Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Market timing services
  • Educational seminars/workshops

Larry Chavez Work History

Larry has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

Cfd Investments

2014 - 2015 (1 year)

Next Financial Group

2013 - 2014 (1 year)

Home Depot

2013 - 2013 (< 1 year)

World Finance Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Larry Chavez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Creative Financial Designs, Inc

Gary Reese
Kokomo, IN
Larry Chavez
Hollister, CA
Andrew Hackett
Kokomo, IN
Orie Augsburger
Kokomo, IN
Michael Graef
Kokomo, IN
Benjamin Forgrave
Newark, OH
Ethan Hays
Kokomo, IN
Douglas Beam
Morganton, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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