TrueAdvisor
TrueAdvisor
DC
DC

Daniel Creps

Raymond James Financial Services Advisors, INC
33 Years of Experience
Greenville, SC
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Daniel Creps is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Greenville, SC, with 33 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

101 N Main St Suite 312, Greenville, SC, 29601

Get directions

History

Regulatory History (3)
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
September 2012
Settled
Customer Dispute
August 2012
Denied
Customer Dispute
December 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Daniel operates under the DBA Good Life Financial Advisors for his LPL business, dedicating full-time hours. He also has an insurance agency, GoodLifeGreenville, spending minimal time on it during securities trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2026 - Present · 1 mo
Raymond James Financial Services, INC.Broker
September 2026 - Present · 1 mo
Previous Registrations
LPL Financial LLC
June 2019 - September 2026 · 7 yrs 3 mos
LPL Financial LLCBroker
June 2019 - September 2026 · 7 yrs 3 mos
Wells Fargo Clearing Services, LLC
August 2012 - July 2019 · 6 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
July 2012 - July 2019 · 7 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2007 - August 2012 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2007 - August 2012 · 5 yrs
A. G. Edwards & Sons, INC.
June 2004 - August 2007 · 3 yrs 2 mos
A. G. Edwards & Sons, INC.Broker
November 1992 - August 2007 · 14 yrs 9 mos
State Registrations18 states
AZCOCTFLGAILINKSMDMIMSNCNHNYOHOKSCTN
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.
More Advisors
More financial advisors in Greenville, SC →All financial advisors in South Carolina →