David Creekmore is a registered investment advisor at Lifetime Financial, based in Takoma Park, MD, with 5 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Federal Employees, Financial Planning & Coaching, and 8 more. Their firm serves 19 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2M+ | 0.25% |
Fees are negotiable in certain cases. Minimum annual advisory fee of $7,200.
Fee Estimator
Contact
David Creekmore
Location
7000 Carroll Ave, Ste 201A, Takoma Park, MD, 20912
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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 →Employment History
Current Registrations
Lifetime Financial
State Registrations2 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.
Exams
Additional Information
Hi. I'm David Creekmore, President and Principal of Lifetime Financial. I'm a Certified Financial Planner (CFP®) and Registered Life Planner (RLP®) with over two decades of experience managing the complex budgeting, planning, investment, and technology of major nonprofits like Corporation for Public Broadcasting, Internews, and Council on Foreign Relations.Now I'm offering that same expertise to nonprofit professionals like you. Lifetime Financial helps those who help others. I'm a registered investment advisor and studied finance and investing at Johns Hopkins University. I'm a member of NAPHA, XY Planning Network, Fee-Only Planning Network, and the National Association of Personal Financial Advisors--all of which require a strict fiduciary standard and compensation only from you, not from selling you any products or kickbacks.I am currently serving on the President's Leadership Council at Search for Common Ground--an experienced group of global business executives, philanthropists, and thought leaders who advise the Board of Directors, the President, and the Executive Leadership Team on issues arising in connection with the challenges and opportunities of their life-saving peacebuilding work.Please schedule a complimentary 30 minute consultation to see if our services are a fit for your needs.