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Margaret F. Eddy

CRD#: 1068676
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ME
Margaret Frances Eddy

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Margaret Frances Eddy was a registered financial professional .

Margaret is a previously registered financial professional and started their career in finance in 1982. Margaret had worked at 4 firms and has passed the Series 7 and Series 22 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 18, 2014 - May 1, 2017

CREATIVE CAPITAL MANAGEMENT INC

RIA
CRD#: 112363
SAN DIEGO, CA
Past

November 19, 1989 - April 24, 1990

OSAIC WEALTH, INC.

BD
CRD#: 23131
Past

July 1, 1983 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

November 24, 1982 - November 8, 1983

SOUTHMARK FINANCIAL SERVICES, INC.

BD
CRD#: 6518

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 7
Date: 9/17/1983
General Securities Representative Examination
General Industry/Product Exam

Current Firm


CC
CREATIVE CAPITAL MANAGEMENT INC
CREATIVE CAPITAL MANAGEMENT INC

CRD#: 112363 / SEC#: 801-17953

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Contact information


Main Address
8880 Rio San Diego Dr#1150, San Diego, CA 92108-1690
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

CCMI BROCHURE/DISCLOSURE STATEMENT 2017 (1/30/2017)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CREATIVE CAPITAL MANAGEMENT INC

CRD#: 112363

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