Arthur
Creel

Carmichael Creel Investments

CRD#1521337
Investment Advisor
in Franklin, TN

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About this Advisor

Arthur Creel is a financial advisor based in Franklin, Tennessee, working with Carmichael Creel Investments. Arthur has previously held positions at Financial Services Sales Management, LLC, Ss&C Market Services, LLC, Carmichael Capital, Inc, Dst Systems Inc, and Dst Market Services, LLC. Arthur has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Massachusetts, Mississippi, New Jersey, Pennsylvania, Tennessee, Texas, and Virginia. Currently, Arthur is part of Carmichael Creel Investments, which operates out of Franklin, Tennessee. The firm has 4 employees and manages assets totaling $113.0 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Carmichael Creel Investments includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

339 Main Street - 2Nd Floor
Franklin, TN 37064

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Carmichael Creel Investments Brokerage Details

Total Assets Under Management

$112,983,662

TN Average: $730,596,643
Total Number of Employees

4

TN Average: 15
Total Number of Accounts

247

TN Average: 968
Average Account Size

$457,424

TN Average: $754,749

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Arthur Creel Work History

2020 - Present (4 years)

Carmichael Capital, Inc

2019 - 2020 (1 year)

Ss&C Market Services, LLC

2015 - 2018 (3 years)

Dst Systems Inc

2015 - 2017 (2 years)

Dst Market Services, LLC

2014 - 2015 (1 year)

Financial Services Sales Management, LLC

Disclosures

Please visit the SEC profile of Arthur Creel 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 Carmichael Creel Investments

Arthur Creel
Franklin, TN
Claude Carmichael
Franklin, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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