Charles Vincent Creighton

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/1982 → Present
  Shevlin Gladden Associates
  Broomall, PA
• 02/1984 → Present
  Equity Services, Inc.
  Broomall, PA

Other Businesses

*EVOLUTION FINANCIAL GROUP,ROSETREE BUILDING 2,1400 N PROVIDENCE RD.,SUITE 3007,MEDIA,PA 19063,01/01/2018,INV REL,ONGOING,INSURANCE,AGENT,DURING TRD/HRS,75%,I SELL LIFE,HEALTH,DI,LTC AND DO SO UNDER DBA EVOLUTION FINANCIAL GROUP*OC LLC,115 JUDSON DR.,WEST CHESTER,PA 19380,01/15/2020,ONGOING,MEMBER OF LLC CREATED TO PAY SHARE OF EXPENSES FOR VAC HOME WITH OTHER FAMILY MEMBERS,INV REL,NOT DURING TRD/HRS,0%*CHARLES V CREIGHTON,1025 PAOLI PIKE,WEST CHESTER,PA 19380,10/26/2022,ONGOING,INV REL,VOLUNTEER /ALTERNATIVE MEMBER,WEST GOHSEN TWP PENSION COMMITTEE,1 HR/QUARTER,0%*CMM PARTNERS, LLC,2604 WOODLEIGH RD, HAVERTOWN,PA 19083,07/03/2025,INV REL,DURING TRD/HRS, ONGOING,BUSINESS SUPPORT,5%.

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-05-24

Designations

• Chartered Financial Consultant

Other Names

• Chuck Creighton