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Christina Creech

18 Years of Experience
Raleigh, NC
1 DisclosureBroker

Christina Creech is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Raleigh, NC, with 18 years of industry experience. Christina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2620 advisors
Number of Clients
241,359 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$394.1B

Fee Structure

Investment management only (planning not offered)

Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.

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Location

3600 Glenwood Avenue, Suite 200, Raleigh, NC, 27612

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History

Regulatory History (1)
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
October 2020
Denied
Other Business Activities

Christina is an independent stylist selling nail polish strips through direct sales, managing social media and vendor events, dedicating a few hours per week. Christina also owns rental real estate property, spending minimal time on it.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
August 2018 - Present · 8 yrs 2 mos
Robert W. Baird & CO. IncorporatedBroker
August 2018 - Present · 8 yrs 2 mos
Previous Registrations
Prospera Financial Services, INC.
September 2017 - August 2018 · 11 mos
Prospera Financial Services, INC.Broker
September 2017 - August 2018 · 11 mos
AXA Advisors, LLC
May 2009 - June 2017 · 8 yrs 1 mo
AXA Advisors, LLCBroker
July 2008 - June 2017 · 8 yrs 11 mos
State Registrations22 states
ALARAZCACOCTDCDEFLGAMDMEMIMNMONCNYOHPATNTXVA
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.
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Christina Creech - Financial Advisor | TrueAdvisor