JA
James Anderson
from Creekmur Asset Management, LLC
James Anderson is a financial advisor based in Illinois, Morton,
with 11 years of experience. James currently works for
Creekmur Asset Management, LLC.
James maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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James Anderson works at Creekmur Asset Management, LLC
Creekmur Asset Management, LLC is a financial advisory firm based in Morton, Illinois. It currently has approximately $250,821,353 of assets under management and employs about 23 people. Creekmur Asset Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
805 West Jackson, Suite 301, Morton, Illinois, 61550
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