Unclaimed
John David Creech is a financial advisor with Valic Financial Advisors, Inc. John has been in the financial services industry since February 1, 1996. John provides financial planning and portfolio management for individuals and businesses. John is registered to provide investment advice in 42 states and the District of Columbia. John holds the Series 6, 7, 24, 26, 51, 63 and 65 licenses. John is also a volunteer board member for the California Association of School Business Officials. John and John's wife own investment property in Shady Cove, Oregon.
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.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
1
2
CA
09/12/2016 - Present
Valic Financial Advisors, Inc. (OAKLAND CA)
TX
02/02/1996 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 12/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/03/2000
Series 24 - General Securities Principal Examination
BC
Issued 04/06/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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