David R. Nute
Professional summary
David Ray Nute, who also goes by Dave Nute, David Nute, is a registered financial advisor currently at CREATIVE RETIREMENT PLANNING, INC. located in Sequim, Washington.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. David has worked at 3 firms and has passed the Series 63, Series 65 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Ray Nute's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 2, 2016 - Present
CREATIVE RETIREMENT PLANNING, INC.
Office #1: 334 W Washington St, Sequim, WA 98382November 28, 1997 - December 16, 1999
KMS FINANCIAL SERVICES, INC.
October 25, 1993 - November 20, 1997
NATIONAL PLANNING CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/2/2016)
Exams
Current Firm
CREATIVE RETIREMENT PLANNING, INC.
CRD#: 138274 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 1,493,261 |
Red Flags
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Company Information
CREATIVE RETIREMENT PLANNING, INC.
CRD#: 138274Sequim, WA 98382TRUST BUT VERIFY
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