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Emily Elizabeth Elfallah

Creekmur Asset Management, LLC

Roanoke, VA

Morton, IL

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Current Employers
Creekmur Asset Management, Llc

805 West Jackson Suite 301, Morton, IL 61550 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-03-20
  • VA RA
    APPROVED
    Since 2025-03-20

Branch Locations

1315 Second St. Sw, Roanoke, VA 24016 • United States

805 West Jackson Suite 301, Morton, IL 61550 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Integrity Financial Planning, Inc. Roanoke VA 04/2023 Present
Barron Wealth Strategies Weatherford TX 04/2017 12/2020
Integrity Financial Planning, Inc. Roanoke VA 04/2022 04/2023
At&T Authorized Retailer Cleburne TX 01/2014 04/2017
Unemployed Weatherford TX 01/2021 04/2022
Creekmur Asset Management Morton IL 02/2025 Present
  • 04/2023 → Present
    Integrity Financial Planning, Inc.
    Roanoke, VA
  • 04/2017 → 12/2020
    Barron Wealth Strategies
    Weatherford, TX
  • 04/2022 → 04/2023
    Integrity Financial Planning, Inc.
    Roanoke, VA
  • 01/2014 → 04/2017
    At&T Authorized Retailer
    Cleburne, TX
  • 01/2021 → 04/2022
    Unemployed
    Weatherford, TX
  • 02/2025 → Present
    Creekmur Asset Management
    Morton, IL
Previous Registrations
  • 2023-04-07 → 2025-03-20
    Integrity Financial Planning, Inc.
    Roanoke, VA
    Roanoke, VA
Other Businesses

INSURANCE AGENT. LIFE, HEALTH & FIXED ANNUITIES. VARIOUS CARRIERS. NOT INVESTMENT RELATED. TIME SPENT= 20 HOURS/MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-03
  • S65 Uniform Investment Adviser Law Examination
    2023-01-03
Other Names
  • Emily E Clingings

View on SEC IAPD

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Other Offices

COMMONWEALTH FINANCIAL NETWORK · Roanoke, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Roanoke, VA
CETERA INVESTMENT ADVISERS LLC · CAVE SPRING, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · Roanoke, VA
TRUIST ADVISORY SERVICES, INC. · ROANOKE, VA
TRUIST ADVISORY SERVICES, INC. · ROANOKE, VA
LPL FINANCIAL LLC · ROANOKE, VA
HORNOR, TOWNSEND & KENT, LLC · ROANOKE, VA

More in Roanoke, VA

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