Financial ADVSR advisor directory · SEC adviser records
Creative Money LLC financial advisors in Washington
Every SEC-registered investment adviser representative at a Creative Money LLC office in Washington, by city and A to Z.
4 registered advisors work at Creative Money LLC in Washington, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Mountlake Terrace (2). 3 list the CFP designation and 0 are also registered broker representatives.
Creative Money LLC advisors by city in Washington
Every firm in Washington →Creative Money LLC advisors in Washington, A to Z
Search by name →- Melinda J. CrarySeattle · Certified Financial Planner
- Penelope Claire C. HolmesMountlake Terrace · Certified Financial Planner
- Samantha M. KirbyMountlake Terrace · Certified Financial Planner
- Martha J. McNeelyBellevue
Creative Money LLC advisors in every state →Advisor Moves: who changed firms this week →
Questions
How many Creative Money LLC financial advisors are in Washington?
4 investment adviser representatives are registered at Creative Money LLC offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in Washington does Creative Money LLC have the most advisors?
Mountlake Terrace, with 2, then Bellevue (1). Creative Money LLC has advisors in 3 cities in Washington.
How do I check a Creative Money LLC advisor in Washington?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Creative Money LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.