TrueAdvisor
TrueAdvisor
BC
CFP
BC
CFP

Benita Creacy

LPL Financial LLC
24 Years of Experience
Greenwood Village, CO
BrokerSells Insurance
View SEC Summary
View SEC Summary

Benita Creacy is a CFP-designated registered investment advisor at LPL Financial LLC, based in Greenwood Village, CO, with 24 years of industry experience. Benita is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

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

Location

5251 Dtc Pkwy Ste 1045, Greenwood Village, CO, 80111

Get directions

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.

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
May 2020 - Present · 6 yrs 5 mos
Western Wealth Management LLC
June 2016 - Present · 10 yrs 4 mos
LPL Financial LLCBroker
April 2016 - Present · 10 yrs 6 mos
Previous Registrations
Western Wealth Management LLC
April 2016 - June 2016 · 2 mos
Cetera Advisor Networks LLCBroker
February 2011 - April 2016 · 5 yrs 2 mos
Cetera Advisor Networks LLC
February 2011 - April 2016 · 5 yrs 2 mos
Qa3 Financial LLC
November 2005 - February 2011 · 5 yrs 3 mos
Qa3 Financial CORP.Broker
November 2005 - February 2011 · 5 yrs 3 mos
Intervest International, INC.
January 2004 - November 2005 · 1 yr 10 mos
Intervest International Equities CorporationBroker
January 2004 - November 2005 · 1 yr 10 mos
Rattiner Asset Management, INC.
January 2004 - September 2004 · 8 mos
Sunamerica Securities, INC.Broker
March 2002 - January 2004 · 1 yr 10 mos
State Registrations19 states
AZCACOFLGAIDILKSMIMNMOMTNYOKORTNTXVAWA
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 Greenwood Village, CO →All financial advisors in Colorado →