Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
03/31/2022 - Present
Independent Financial Group, LLC (Houston TX)
TX
12/23/2014 - 04/04/2022
INTERNATIONAL ASSETS ADVISORY, LLC (HOUSTON TX)
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
Active
Inactive
F
FINRA
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