Benita Creacy is a CFP-designated registered investment advisor at LPL Financial LLC, based in Greenwood Village, CO, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
5251 Dtc Parkway, Ste 1045, Greenwood Village, CO, 80111
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Benita is involved in several investment-related activities, including DC & Associates, Creacy Financial Group, Western Wealth Management LLC, and Advanced Divorce Solutions LLC. She also earns trails from non-variable insurance and dedicates minimal time to notary services.
Employment History
Current Registrations
LPL Financial LLC
Western Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Western Wealth Management LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Intervest International, INC.
Intervest International Equities CorporationBroker
Rattiner Asset Management, INC.
Sunamerica Securities, INC.Broker
State Registrations18 states
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.