AC
CFA
AC
CFA

Alexander Creede

11 Years of Experience
2 DisclosuresBroker

Alexander Creede is a CFA-designated registered investment advisor at Independent Financial Group, LLC, based in Houston, TX, with 11 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
538 advisors
Number of Clients
44,045 clients
Average Client Portfolio
$257K average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.

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Location

5701 Woodway Drive #330, Houston, TX, 77057

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2025
Settled
Customer Dispute
March 2022
Denied
Other Business Activities

Alexander uses several DBAs for marketing purposes, including James E Bashaw & Co., Butcher Financial, LLC, and The Doctor's Advisor. He also volunteers for Segway Tours of Houston and provides consulting services to businesses on drug plans for employees through Signup RX Solutions LLC.

Employment History
Current Registrations
Independent Financial Group, LLCBroker
March 2022 - Present · 4 yrs 1 mo
Independent Financial Group, LLC
March 2022 - Present · 4 yrs 1 mo
Previous Registrations
International Assets Investment Management, LLC
January 2016 - April 2022 · 6 yrs 3 mos
International Assets Investment Management, LLC
February 2015 - December 2015 · 10 mos
International Assets Advisory, LLCBroker
December 2014 - April 2022 · 7 yrs 4 mos
State Registrations17 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.