Wayne Creeden
Wayne Creeden is a CFP-designated registered investment advisor at LPL Financial LLC, based in Phoenixville, PA, with 18 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
1220 Valley Forge Rd. Unit 44, Phoenixville, PA, 19460
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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
Wayne is the CEO/President of IRACARE LLC, an insurance agency, and also involved with non-variable insurance through the same entity, dedicating nearly full-time hours to these activities. He is also the President/Owner of Creeden LLC and owns Wayne Creeden Real Estate Rental, each taking about half of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Investment Advisors
Proequities, INC.Broker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
State Registrations25 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.