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Richard Charles Eddy Jr.

Investment Adviser Representative at CREATIVEONE WEALTH, LLC

Pasadena, CACRD #4962972Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Richard Charles Eddy has worked in the securities industry since 2008. They have passed the Series 65, 63, and 6 examinations. They are registered to provide investment advisory services in California.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
California
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/8/2007
Series 63
Uniform Securities Agent State Law Examination
Passed 9/9/2005
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/1/2005

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Source

Creativeone Wealth, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CREATIVEONE WEALTH, LLCCurrent
7/20/2018Pasadena, CA
CONA INVESTMENT ADVISORS, LLC
8/13/20108/22/2018La Verne, CA
TRANSAMERICA FINANCIAL ADVISORS, INC.
12/17/20071/6/2010La Verne, CA

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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. Richard Charles Eddy Jr. 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.

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Richard Charles Eddy Jr. - Financial Advisor in Pasadena, CA | AdvisorFinder