James
Anderson
Creekmur Asset Management, LLC
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About this Advisor
James Anderson is a financial advisor based in Morton, Illinois, working with Creekmur Asset Management, LLC. James has previously held positions at Charles Schwab & Co., Inc, Ae Wealth Management, LLC, Madison Avenue Securities, LLC, Creekmur, Inc Dba Creekmur Wealth Advisors, Creative Financial Designs, Inc, Cfd Investments, Inc, Mundane Apparel, and Creekmur Asset Management, LLC. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois and Texas. Currently, James is part of Creekmur Asset Management, LLC, which operates out of Morton, Illinois. The firm has 4 offices and 23 employees. The firm manages assets totaling $410.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Creekmur Asset Management, LLC includes asset-based, hourly, and fixed fees.
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Creekmur Asset Management, LLC Brokerage Details
$410,570,726
23
3,152
$130,257
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
James Anderson Work History
Creekmur Asset Management, LLC
Creekmur, Inc Dba Creekmur Wealth Advisors
Mundane Apparel
Ae Wealth Management, LLC
Madison Avenue Securities, LLC
Creative Financial Designs, Inc
Cfd Investments, Inc
Charles Schwab & Co., Inc
Disclosures
Please visit the SEC profile of James Anderson 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 Creekmur Asset Management, LLC
Morton, IL
Morton, IL
Denver, CO
Cookeville, TN
Morton, IL
Maumee, OH
Morton, IL
Morton, IL
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