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Dave Bernard Straley

3RD CREEK INVESTMENTS, INC.·INCLINE VILLAGE, Nevada
Series 65Clean record24 years registered3RD CREEK INVESTMENTS, INC.
999 DRIVER WAY, INCLINE VILLAGE, NV 89451CRD# 1457197Firm CRD# 115945

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dave Bernard Straley · INCLINE VILLAGE, NV
Registration
CRD #1457197 · 3RD CREEK INVESTMENTS, INC. · 24 years registered
Brand Profile
Not yet started
01

Career History

3RD CREEK INVESTMENTS
Jun 2012 – present
THIRD CREEK INVESTMENTS
Sep 2001 – Dec 2008
INCLINE VILLAGE, NV
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 21, 2001
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
3RD CREEK INVESTMENTS, INC.
CRD 115945 · SEC 801-120802
AUM
$129M
Regulatory assets under management
Employees
3
306 client accounts
Services offered by 3RD CREEK INVESTMENTS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at 3RD CREEK INVESTMENTS, INC. →
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05

Frequently Asked Questions

What services does Dave Bernard Straley offer?
Dave Bernard Straley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INCLINE VILLAGE, Nevada for a consultation.
What are Dave Bernard Straley's credentials?
Dave Bernard Straley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dave Bernard Straley located?
Dave Bernard Straley is based in INCLINE VILLAGE, Nevada, working with 3RD CREEK INVESTMENTS, INC.. Their office serves clients in the INCLINE VILLAGE metropolitan area and surrounding communities.
How does Dave Bernard Straley charge for services?
Dave Bernard Straley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 3RD CREEK INVESTMENTS, INC.?
3RD CREEK INVESTMENTS, INC. has approximately 3 employees and manages $129M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at 3RD CREEK INVESTMENTS, INC.

Gwen Linnea Straley
INCLINE VILLAGE, NV
Harris Elliot Kirschner
INCLINE VILLAGE, NV

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Nevada
LAS VEGAS (95)RENO (67)HENDERSON (22)CARSON CITY (4)SPARKS (3)PAHRUMP (2)GLENBROOK (2)ELKO (2)MINDEN (2)ZEPHYR COVE (1)
City Guides
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Research
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