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Bray Creech

Joel Adams AND Associates Inc.

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About Bray Creech

Bray Creech is a financial advisor registered with Joel Adams and Associates Inc. Bray has been in the financial industry since August 2014. Bray is a CERTIFIED FINANCIAL PLANNER™. Bray has held various roles including a financial advisor at Raymond James Financial Services, Inc. and a financial advisor at Raymond James Financial Services Advisors Inc. Bray holds the following licenses and certifications: Series 66, Series 10, Series 9, SIE, and Series 7. Bray is registered with the following states: New York, North Carolina, and Texas.

Firm Information

Bray Creech is currently registered with Joel Adams AND Associates Inc.. Joel Adams AND Associates Inc. is an Asheville, North Carolina-based investment advisor with approximately $282 million in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. They also provide selection of other advisors services.
Joel Adams AND Associates Inc.

545 MERRIMON AVENUE

ASHEVILLE, NC 28804

$282.10M

Assets Under Management

Not reported

Total Clients

2

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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Bray Creech’s Registration & Firm History

NC

07/07/2022 - Present

Joel Adams AND Associates Inc. (ASHEVILLE NC)

NC

08/29/2014 - 07/14/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (ASHEVILLE NC)

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Licenses & Designations

BOTH

Issued 09/26/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/01/2015

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/31/2015

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bray Creech.
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