David A. Creekmore

LIFETIME FINANCIAL

Takoma Park, MD 20912

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CRD#: 7321337

Professional summary

David A Creekmore, who also goes by David Koltz-pickering, is a registered financial advisor currently at LIFETIME FINANCIAL located in Takoma Park, Maryland.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. David has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Koltz-Pickering

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) - RIA

Click below to view David A Creekmore's CRS (Customer Relationship Summary).

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

Current

January 13, 2021 - Present

LIFETIME FINANCIAL

Office #1: 7000 Carroll Ave Ste 201a, Takoma Park, MD 20912

RIA

CRD#: 312171

Takoma Park, MD

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.

Highlighted states indicate IAR registrations

IAR

Maryland
(1/13/2021)

IAR

Texas
(2/12/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/19/2020

Uniform Investment Adviser Law Examination

Current Firm

LIFETIME FINANCIAL

LIFETIME FINANCIAL | LIFETIME FINANCIAL LLC

CRD#: 312171 / SEC#:

Maryland

Registered Investment Advisory firm - (1/13/2021 Approved)

Texas

Registered Investment Advisory firm - (2/12/2025 Conditional Restricted)

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Contact information

Main Address

7000 Carroll Ave Ste 201a, Takoma Park, MD 20912

Mailing Address

302 Lincoln Ave, Takoma Park, MD 20912

Phone number

(202) 350-1515

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	140
AUM (Assets Under Management)	$ 21,347,461

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.

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David A. Creekmore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David A Creekmore's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIFETIME FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 11/19/2020

Current Firm

LIFETIME FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LIFETIME FINANCIAL

TRUST BUT VERIFY

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