Janney Montgomery Scott LLC
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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
Years of Experience
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Janney Montgomery Scott LLC Brokerage Details
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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.
Janney Montgomery Scott LLC
Charles Creekmore has disclosures.
Please visit their SEC profile for more details.