AdFi
GS

Gregory Scott Creel

Investment Adviser Representative at FINANCIAL & TAX ARCHITECTS, LLC

Franklin, TNCRD #6460752Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/10/2017
Series 63
Uniform Securities Agent State Law Examination
Passed 9/10/2015
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/22/2022
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/31/2015

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $2,000,0001.95%
Next $3,000,0000.90%
Next $5,000,0000.50%
Next $5,000,000 and on0.30%
Source

Financial & TAX Architects, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

FINANCIAL & TAX ARCHITECTS, LLCCurrent
11/14/2024Franklin, TN
WELLS FARGO CLEARING SERVICES, LLC
7/11/20183/12/2024Hermitage, TN
SCOTTRADE INVESTMENT MANAGEMENT
4/10/20173/8/2018Saint Louis, MO

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at FINANCIAL & TAX ARCHITECTS, LLC

Showing 12 of 37 in the directory

View FINANCIAL & TAX ARCHITECTS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gregory Scott Creel has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched