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David Larry Drummond

Creative Financial Designs, Inc.

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About David Larry Drummond

David Drummond is a financial advisor with Creative Financial Designs, Inc. David has been in the financial services industry since 1999. David has a Series 7, Series 63, and SIE license and is registered in Florida, Ohio, and Vermont. David has experience working with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. David offers financial planning, portfolio management, educational seminars, and other advisory services.

Firm Information

David Drummond is currently registered with Creative Financial Designs, Inc.. Creative Financial Designs, Inc. is an investment advisor headquartered in Kokomo, IN. The firm provides financial planning, portfolio management, and educational seminars for individuals, businesses, charitable organizations, and pension plans. They have a team of 79 licensed agents, 149 investment adviser representatives, and 140 registered representatives, managing over $2 billion in assets for over 12,000 clients.
Creative Financial Designs, Inc.

2704 S GOYER RD

KOKOMO, IN 46902

$2.08B

Assets Under Management

140

Total Clients

140

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

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

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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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David Drummond’s Registration & Firm History

IN

02/20/2014 - Present

Creative Financial Designs, Inc. (KOKOMO IN)

OH

12/01/2006 - 12/31/2009

QUESTAR CAPITAL CORPORATION (HARTVILLE OH)

OH

11/23/2001 - 12/01/2006

USALLIANZ SECURITIES, INC. (HARTVILLE OH)

IN

06/09/1999 - 11/13/2001

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

06/09/1999 - 11/13/2001

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 02/22/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Larry Drummond.
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