MC
CFA
MC
CFA

Michael Creamer

16 Years of Experience
Blacksburg, VA
Broker

Michael Creamer is a CFA-designated registered investment advisor at D.A. Davidson & CO., based in Blacksburg, VA, with 16 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
694 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Financial planning services — generally ranges from $1,500 to $15,000 or more depending on the complexity of the client's financial circumstances and local market considerations.
One-Time Plan:$1,500 - $15,000
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Location

111 E. Roanoake St, Blacksburg, VA, 24060

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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.

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Other Business Activities

Michael is the treasurer for Area 9 Special Olympics Virginia, dedicating minimal time. He also serves as the Regional Board Chair for Young Life in Blacksburg, spending a few hours per week supporting strategic planning and projects.

Employment History
Current Registrations
D.A. Davidson & CO.Broker
August 2022 - Present · 4 yrs 2 mos
D.A. Davidson & CO.
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Truist Advisory Services, INC.
February 2021 - August 2022 · 1 yr 6 mos
Truist Investment Services, INC.Broker
February 2021 - August 2022 · 1 yr 6 mos
Bb&t Securities, LLCBroker
January 2013 - February 2021 · 8 yrs 1 mo
Bb&t Securities, LLC
January 2013 - February 2021 · 8 yrs 1 mo
Scott & Stringfellow, LLC
November 2010 - January 2013 · 2 yrs 2 mos
Scott & Stringfellow, LLCBroker
July 2010 - January 2013 · 2 yrs 6 mos
State Registrations24 states
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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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