Alexander Raymond Creede

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → Present
  James E. Bashaw & Co.
  Houston, TX
• 03/2022 → Present
  Independent Financial Group, Llc
  Houston, TX
• 11/2014 → 03/2022
  International Assets Advisory
  Houston, TX
• 08/2024 → Present
  The Doctor's Advisor
  Houston, TX

Previous Registrations

• 2016-01-07 → 2022-04-04
  International Assets Investment Management, Llc
  Houston, TX
  Houston, TX
• 2015-02-02 → 2015-12-31
  International Assets Investment Management, Llc
  Houston, TX
  Orlando, FL

Other Businesses

(1) JAMES E BASHAW & CO. POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/01/2014 ADDRESS: 5701 Woodway Drive #330, Houston TX 77057, United States DESCRIPTION: DBA for marketing purposes. (2) BUTCHER FINANCIAL, LLC POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/01/2014 ADDRESS: 5701 Woodway Drive #330, Houston TX 77057, United States DESCRIPTION: DBA for marketing purposes (3) SEGWAY TOURS OF HOUSTON POSITION: Volunteer NATURE: Volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2015 ADDRESS: 1738 Sul Ross St., Houston TX 77098, United States DESCRIPTION: Driving truck & helping with tours. (4) SIGNUP RX SOLUTIONS LLC POSITION: Independent Contractor NATURE: Referral Services INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2024 ADDRESS: 2623 Anniston Dr, Houston TX 77080, United States DESCRIPTION: Provide consulting to businesses on drug plans for employees. (5) THE DOCTOR'S ADVISOR POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/20/2024 ADDRESS: 5701 Woodway Drive #330, Houston TX 77057, United States DESCRIPTION: Purely a DBA for Marketing. (6) CENTURY WEALTH POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/15/2026 ADDRESS: 5701 Woodway Drive #330, Houston TX 77057, United States DESCRIPTION: This is just a DBA for the same brokerage/advisory business we do through IFG. We entered a referral agreement with Century Bank in Santa Fe, NM. The deal has been signed off on and approved by IFG.

Exams

• S66 Uniform Combined State Law Examination
  2015-01-30

Designations

• Chartered Financial Analyst

Other Names

• Alexander Creede