Unclaimed
Gregory Creel is a registered investment advisor representative at Financial & Tax Architects, LLC. Gregory is also a registered representative in Tennessee. He is a seasoned financial professional with a background in various industries, including financial services and home improvement. Gregory holds the Series 63 and Series 66 licenses. He has served clients across diverse financial needs, specializing in financial planning, portfolio management for individuals, and educational seminars. Gregory's commitment to providing personalized financial guidance makes him a valuable asset to both Financial & Tax Architects, LLC, and its clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services
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.
A percentage of the total value of assets under management is charged.
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TN
01/01/2025 - Present
Financial & TAX Architects, LLC (Franklin TN)
Active
Inactive
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