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William George Keegan

Investment adviser representative at Creative Investment Group
10 yearsYears since first job or exam
1 stateRegistered in
$209M
1 yearFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

Contact this advisor

(615) 949-9629creativeinvests.comFirm's SEC record

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Creative Investment Group, LLCAug 2025 to now
  2. Pacer Financial, Inc.Mar 2023 to Aug 2025
  3. Columbia Management Investment AdvisorsAug 2021 to Mar 2023
  4. Columbia Management Investment Distributors, Inc.Aug 2021 to Mar 2023
  5. Fidelity InvestmentsMay 2020 to Aug 2021
  6. Graduate Student at Merrimack CollegeSep 2019 to May 2020
  7. Intern at Fidelity InvestmentsJun 2019 to Aug 2019
  8. Student at Merrimack CollegeJan 2019 to Jun 2019
  9. Merrimack College Financial Capability CenterSep 2018 to Dec 2018
  10. Town of MansfieldMay 2018 to Aug 2018
  11. Student at Merrimack CollegeJan 2018 to May 2018
  12. Chris Gasbarro's Wine & SpiritsDec 2017 to Jan 2018
  13. Student at Merrimack CollegeSep 2017 to Dec 2017
  14. Chris Gasbarro's Wine & SpiritsMay 2017 to Aug 2017
  15. Student at Merrimack CollegeSep 2016 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 66 · Uniform Combined State Law2021
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (TN).

Creative Investment Group

Legal name: Creative Investment Group LLC

$209M
144Clients
6Advisers
1 yearIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure site.

6931245
334028
Advisor's SEC record
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