Charles
Creekmore

Janney Montgomery Scott LLC

CRD#1906522
Investment Advisor
in Raleigh, NC
Are you Charles Creekmore? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Charles Creekmore is a certified financial planner who lives in Raleigh, North Carolina. Currently a registered investment advisor with Janney Montgomery Scott LLC, they have accrued 15 years of practice as a financial advisor. Creekmore maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Creekmore is able to work with investors in North Carolina and Texas. Creekmore has spent their complete career at Janney Montgomery Scott LLC. Janney Montgomery Scott LLC is based out of Raleigh, North Carolina, and has 104 additional brick-and-mortar locations in the nation. As a company, Janney Montgomery Scott LLC oversees $35 billion in assets dispersed across 118,446 client accounts and retains more than 1,884 people. The amount of assets the firm manages places it among the largest financial advisory firms in the nation. The firm manages 76,427 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 23% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Janney Montgomery Scott LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

4140 Parklake Avenue Glenlake One, Suite 300
Raleigh, NC 27612

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Janney Montgomery Scott LLC Brokerage Details

Total Assets Under Management

$36,622,820,585

NC Average: $15,833,994,310
Total Number of Employees

1,972

NC Average: 41
Total Number of Accounts

135,416

NC Average: 3,342
Average Account Size

$270,447

NC Average: $4,737,880

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Charles Creekmore Work History

Charles has 15 years of experience.

2003 - Present (16 years)

Janney Montgomery Scott LLC

Disclosures

Charles Creekmore has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started