AC
AC

Adam Seth Davis Creel

1 Year of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
885 advisors
Number of Clients
110,166 clients
Average Client Portfolio
$201K average
Assets Under Management
$22.1B

Fee Structure

Minimum Investment:$20K
Financial Planning:Investment management only
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Location

4167 Avenida De La Plata, Suite 102, Oceanside, CA, 92056

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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.

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Other Business Activities

Adam is a passive partner in a Crumbl Cookie franchise, contributing capital and sharing in profits without managing daily operations. He dedicates minimal time to this business, primarily reviewing performance and offering input on major decisions.

Employment History
Current Registrations
First Command Advisory Services
April 2024 - Present · 1 yr 10 mos
First Command Brokerage Services, INC.Broker
February 2024 - Present · 2 yrs
First Command Brokerage Services, INC.
February 2024 - Present · 2 yrs
State Registrations5 states
AZCAMINETX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.