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John David Creech

VALIC FINANCIAL ADVISORS
MODESTO, CA
·CRD# 2701745·30 years experience

Professional Summary

John David Creech is a registered financial advisor currently at VALIC FINANCIAL ADVISORS, INC. located in Modesto, California. John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. John has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 51, Series 24 and Series 26 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

30 years in the financial services industry

Current & Past Employments

Current

VALIC FINANCIAL ADVISORS, INC.Current·CRD# 42803
RIA
BD
1. 1150 9th Street Suite 1212, Modesto, CA 953542. 1901 Harrison Street Suite 1165, Oakland, CA 946123. 2901 Douglas Boulevard Suite 150, Roseville, CA 956614. 9053 Soquel Drive Suite 203-b, Aptos, CA 950035. 5070 North 6th Street Suite 146, Fresno, CA 937106. 1150 9th Street Suite 1212, Modesto, CA 953547. 5353 Scotts Valley Drive Suite A, Scotts Valley, CA 950668. Two Waterfront Plaza 500 Ala Moana Blvd, Suite 300, Honolulu, HI 96813
April 9, 2001 - Present
VALIC FINANCIAL ADVISORS, INC.Current·CRD# 42803
RIA
BD
1. 1150 9th Street Suite 1212, Modesto, CA 953542. 1901 Harrison Street Suite 1165, Oakland, CA 946123. 2901 Douglas Boulevard Suite 150, Roseville, CA 956614. 9053 Soquel Drive Suite 203-b, Aptos, CA 950035. 5070 North 6th Street Suite 146, Fresno, CA 937106. 1150 9th Street Suite 1212, Modesto, CA 953547. 5353 Scotts Valley Drive Suite A, Scotts Valley, CA 950668. Two Waterfront Plaza 500 Ala Moana Blvd, Suite 300, Honolulu, HI 96813
July 29, 1997 - Present

Past

THE VARIABLE ANNUITY MARKETING COMPANYPast·CRD# 5081
BD
Houston, TX
February 2, 1996 - December 31, 2001

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Current Firm

VF
VALIC FINANCIAL ADVISORS, INC.

AIG RETIREMENT ADVISORS, INC. | VALIC INVESTMENT SERVICES COMPANY | VALIC FINANCIAL ADVISORS, INC. | COREBRIDGE FINANCIAL | AMERICAN GENERAL FINANCIAL ADVISORS, INC. | AIG RETIREMENT SERVICES

CRD#: 42803 / SEC#: 801-54952, 8-50018
RIA
Registered Investment Advisory firm - SEC (10/10/1997 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)

Contact Information

Main Address

2919 Allen Parkway L3-20, Houston, TX 77019

Mailing Address

2919 Allen Parkway L3-20, Houston, TX 77019-2158

Phone Number

(866) 544-4968

Established

Texas since 11/18/1996

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Large

# of Employees

1,647

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

WRAP FEE PROGRAM BROCHURE FOR VFA MANAGED INVESTMENT PROGRAM - VC23987 (3/31/2026)

Direct owners and executive officers

NamePositionCRD#
THE VARIABLE ANNUITY LIFE INSURANCE COMPANYDIRECT OWNER—
BRODD, MARY JULIEANNVICE PRESIDENT AND CORPORATE SECRETARY8322295
BURNETTE, CYNTHIA LEACHIEF FINANCIAL OFFICER AND TREASURER1863103
DUCOTE, LOUISVFA CHIEF COMPLIANCE OFFICER INVESTMENT ADVISORY6913500
FORTEY, MICHAELVFA CHIEF COMPLIANCE OFFICER BROKER DEALER2304969
GIBSON, KRISTA DE LOISPRESIDENT; SVP, HEAD OF PRODUCT & ADVISORY SERVICES2348708
GUERRERA, DARRENVICE PRESIDENT, SALES & INCENTIVE COMPENSATION2541120
LOGAN, JOHN ALBERTCHIEF OPERATIONS OFFICER4378887
PICONE, JOHN WILLIAMOFFICE OF HEAD OF RETIREMENT AND WEALTH MANAGEMENT DISTRIBUTION2717710
RINK, VERONICA LYNETTEVICE PRESIDENT, BUSINESS ADMINISTRATION4724432

Regulatory Assets Under Management

Total Number of Accounts

293,026

AUM (Assets Under Management)

$29,215,100,590

Disclosures

Regulatory Event

17

Arbitration

3

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
10/24/2025Cover PageReport
01/27/2025Cover PageReport
04/29/2024Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

MY WIFE AND I OWN A 4 PLEX IN SHADY COVE, OREGON. IT US AN INVESTMENT PROPERTY MANAGED BY A LOCAL AGENT. AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products CASBO -- CALIFORNIA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS POSITION: Volunteer Board Member NATURE: I serve as the Chair of the Associate Member Committee of CASBO. The position is unpaid. My role is to lead the Associate Member (product and service vendors) Committee comprised of 15 vendors who seek to do business with school districts in California. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2022 ADDRESS: 1001 K Street, #5, Sacramento CA 95614, United States DESCRIPTION: As an Committee Member and the Chair, I participate in approximately four meetings per year where we work on issues facing the organization and support the various school districts that make up the association's membership.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VF
VALIC FINANCIAL ADVISORS, INC.

AIG RETIREMENT ADVISORS, INC. | VALIC INVESTMENT SERVICES COMPANY | VALIC FINANCIAL ADVISORS, INC. | COREBRIDGE FINANCIAL | AMERICAN GENERAL FINANCIAL ADVISORS, INC. | AIG RETIREMENT SERVICES

CRD#: 42803 / SEC#: 801-54952, 8-50018
RIA
Registered Investment Advisory firm - SEC (10/10/1997 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(1/19/2023)
IAR
Alabama
(6/20/2023)
RR
Alaska
(5/26/2010)
IAR
Alaska
(5/27/2010)
RR
Arizona
(5/26/2010)
IAR
Arizona
(6/14/2010)
RR
Arkansas
(3/9/2018)
IAR
Arkansas
(4/22/2019)
RR
California
(8/13/1997)
IAR
California
(4/9/2001)
RR
Colorado
(7/10/2018)
IAR
Colorado
(8/8/2018)
RR
Connecticut
(10/7/2025)
IAR
Connecticut
(10/8/2025)
RR
District of Columbia
(1/22/2025)
IAR
District of Columbia
(3/26/2025)
RR
Florida
(1/12/2011)
IAR
Florida
(1/14/2011)
RR
Georgia
(8/19/2022)
IAR
Georgia
(8/22/2022)
RR
Hawaii
(6/26/2007)
IAR
Hawaii
(7/3/2007)
RR
Idaho
(8/7/2007)
IAR
Idaho
(8/8/2007)
RR
Illinois
(1/19/2023)
RR
Indiana
(8/27/2013)
IAR
Indiana
(1/3/2022)
RR
Iowa
(6/19/2024)
IAR
Iowa
(6/24/2024)
RR
Kansas
(1/19/2023)
RR
Kentucky
(5/1/2012)
RR
Louisiana
(1/19/2023)
RR
Maine
(6/17/2020)
IAR
Maine
(6/17/2020)
RR
Maryland
(8/11/2022)
IAR
Maryland
(8/11/2022)
RR
Michigan
(8/11/2022)
IAR
Michigan
(8/16/2022)
RR
Minnesota
(1/2/2022)
IAR
Minnesota
(1/3/2022)
RR
Mississippi
(1/19/2023)
RR
Missouri
(9/15/2010)
IAR
Missouri
(3/27/2017)
RR
Montana
(8/27/2013)
IAR
Montana
(4/22/2019)
RR
Nebraska
(1/19/2023)
RR
Nevada
(5/26/2010)
IAR
Nevada
(6/10/2010)
RR
New Hampshire
(1/19/2023)
IAR
New Hampshire
(1/24/2025)
IAR
New Mexico
(8/28/2013)
RR
New Mexico
(9/11/2013)
RR
New York
(1/19/2023)
IAR
New York
(8/21/2023)
RR
North Carolina
(1/5/2022)
IAR
North Carolina
(1/6/2022)
RR
North Dakota
(1/2/2022)
IAR
North Dakota
(1/3/2022)
RR
Ohio
(6/14/2006)
IAR
Ohio
(1/2/2022)
RR
Oklahoma
(5/26/2010)
IAR
Oklahoma
(6/11/2010)
RR
Oregon
(8/14/2003)
IAR
Oregon
(5/13/2004)
RR
Pennsylvania
(3/17/2023)
RR
South Carolina
(10/16/2023)
IAR
South Carolina
(10/24/2023)
RR
South Dakota
(1/2/2022)
IAR
South Dakota
(1/5/2022)
RR
Tennessee
(3/5/2021)
RR
Texas
(4/9/2018)
IAR
Texas
(4/10/2018)
RR
Utah
(1/26/2016)
IAR
Utah
(4/22/2019)
RR
Vermont
(12/12/2024)
IAR
Vermont
(12/12/2024)
IAR
Virginia
(1/3/2022)
RR
Virginia
(1/5/2022)
RR
Washington
(4/11/2005)
IAR
Washington
(4/11/2005)
RR
Wisconsin
(4/19/2007)
IAR
Wisconsin
(9/12/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2000About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 1997About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2000About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 1996About the Series 6 exam

Series 51 — Municipal Fund Securities Principal Examination

Passed Mar 2003About the Series 51 exam

Series 24 — General Securities Principal Examination

Passed Nov 2000About the Series 24 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Apr 1999About the Series 26 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view John David Creech's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view John David Creech's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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