Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Creech is a financial advisor with over 17 years of experience in the financial services industry. Greg Randall Creech is registered with Charles Schwab & Co., Inc. and has been with the firm since July 2014. Prior to joining Charles Schwab & Co., Inc., Greg Randall Creech was registered with USAA FINANCIAL ADVISORS, INC., USAA INVESTMENT MANAGEMENT COMPANY, NFP SECURITIES, INC., CHASE INVESTMENT SERVICES CORP. and AMERIPRISE FINANCIAL SERVICES, INC. Greg Creech holds Series 7, 9, 10, 57, 66 and SIE licenses. Greg Randall Creech has been active in the financial services industry since 2006. Greg Creech is also the owner of Creech Honey Farm, a food/beverage production business. Greg Creech specializes in providing financial planning services to individuals and businesses. Greg Creech is registered in multiple states.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
07/28/2014 - Present
Charles Schwab & CO., Inc. (Austin TX)
TX
10/22/2007 - 06/30/2014
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
05/16/2007 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
03/27/2007 - 04/24/2007
NFP SECURITIES, INC. (AUSTIN TX)
TX
09/05/2006 - 03/07/2007
CHASE INVESTMENT SERVICES CORP. (ROUND ROCK TX)
TX
05/17/2006 - 07/13/2006
AMERIPRISE FINANCIAL SERVICES, INC. (AUSTIN TX)
BOTH
Issued 04/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/09/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2017
Series 57 - Securities Trader Exam
BC
Issued 05/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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