Unclaimed Profile

Bray Creech

JOEL ADAMS AND ASSOCIATES INC.·ASHEVILLE, North Carolina

SIE, Series 7, Series 9, Series 10, Series 66CFPClean record11 years registeredJOEL ADAMS AND ASSOCIATES INC.

545 MERRIMON AVENUE, ASHEVILLE, NC 28804CRD# 6379479Firm CRD# 319379

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bray Creech · ASHEVILLE, NC

Registration

CRD #6379479 · JOEL ADAMS AND ASSOCIATES INC. · 11 years registered

Brand Profile

Not yet started

Career History

JOEL ADAMS AND ASSOCIATES INC.

Jul 2022 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Oct 2014 – Jul 2022

ASHEVILLE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 66

Registration record

First registered · October 8, 2014

Years registered · 11

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JOEL ADAMS AND ASSOCIATES INC.

CRD 319379 · SEC 801-123660

AUM

$244M

Regulatory assets under management

Employees

925 client accounts

Services offered by JOEL ADAMS AND ASSOCIATES INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JOEL ADAMS AND ASSOCIATES INC. →

Introduction

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Frequently Asked Questions

What services does Bray Creech offer?

Bray Creech specializes in Financial Planning, Investment Management. Contact their office in ASHEVILLE, North Carolina for a consultation.

What are Bray Creech's credentials?

Bray Creech holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Bray Creech located?

Bray Creech is based in ASHEVILLE, North Carolina, working with JOEL ADAMS AND ASSOCIATES INC.. Their office serves clients in the ASHEVILLE metropolitan area and surrounding communities.

How does Bray Creech charge for services?

Bray Creech'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 JOEL ADAMS AND ASSOCIATES INC.?

JOEL ADAMS AND ASSOCIATES INC. has approximately 3 employees and manages $244M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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