Invested Better
Unclaimed

Unclaimed

Unclaimed

Alexander Raymond Creede

Independent Financial Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Alexander? Claim Your Profile

About Alexander Raymond Creede

Alexander Raymond Creede is a financial advisor with Independent Financial Group, LLC, a firm with over $1 billion in assets under management. Alexander has been in the financial industry for over 9 years, working with individuals, businesses, and charitable organizations. His areas of expertise include financial planning, investment management, and pension consulting. Alexander is registered in multiple states to provide both investment advisory and brokerage services, and has earned his Series 7 and Series 66 securities licenses, as well as the Securities Industry Essentials (SIE) Examination. He is a Chartered Financial Analyst (CFA). Alexander has experience working with high-net-worth individuals, pension and profit-sharing plans, and corporations. He is also registered as an Investment Advisor Representative in Texas.

Firm Information

Alexander Creede is currently registered with Independent Financial Group, LLC. Independent Financial Group, LLC is a limited liability company formed in July 2001 and headquartered in San Diego, California. The firm offers financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $1 billion to $10 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Independent Financial Group, LLC

12671 HIGH BLUFF DR

SAN DIEGO, CA 92130

$6.75B

Assets Under Management

270

Total Clients

524

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Alexander Creede’s Registration & Firm History

TX

03/31/2022 - Present

Independent Financial Group, LLC (Houston TX)

TX

12/23/2014 - 04/04/2022

INTERNATIONAL ASSETS ADVISORY, LLC (HOUSTON TX)

Not sure if Alexander Raymond Creede is right for you?

Licenses & Designations

BOTH

Issued 01/30/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Alexander Raymond Creede. Review regulatory record here.
Not sure if Alexander Raymond Creede is right for you?