Claude Rudy Carmichael

CFA

Carmichael Creel Investments

29 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Carmichael Creel Investments

Compensation

Fee-Only (AUM)

Firm Size

1 advisor

Number of Clients

100 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$141.9M

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

Location

339 Main Street, 2nd Floor, Franklin, TN, 37064

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Carmichael Creel Investments

June 1996 - Present · 29 yrs 8 mos

State Registrations2 states

TNTX

Advisor

Exams

No exam information available for this advisor.