Disclosures

Please send your questions or comments directly to creed@creedevansfa.com or call the main line at 276-708-7084.

To access Creed Evans Financial Advisory’s current ADV Part 1, click here.

For Creed Evans Financial Advisory’s ADV Disclosure (ADV 2A-B), click here.

Please review the risks associated with investing by asset class before investing in any securities.

Cybersecurity Policy

This Cybersecurity Policy establishes the principles and practices that Creed Evans Financial Advisory follows to protect its digital assets, information systems, and sensitive data. The policy outlines the responsibilities of employees, contractors, and third parties regarding the secure use of technology, networks, and applications. It provides guidance on areas such as access controls, password management, data protection, incident reporting, and cybersecurity awareness training. The goal of this policy is to minimize security risks, ensure compliance with applicable regulations, and safeguard the confidentiality, integrity, and availability of all information entrusted to the Firm.

Privacy Policy

Creed Evans Financial Advisory (“the Firm”) is committed to protecting the privacy and confidentiality of the personal and financial information of its clients, prospective clients, and website users. This Privacy Policy outlines how the Firm collects, uses, maintains, and discloses information in accordance with applicable laws and regulatory requirements. It also explains the measures the Firm takes to safeguard sensitive data, the types of information collected, and the choices individuals have regarding their information. The purpose of this policy is to ensure transparency, maintain trust, and demonstrate the Firm’s commitment to responsible data management and privacy protection.

Business Continuity Plan or Disaster Recovery Plan

Creed Evans Financial Advisory has established this Business Continuity Plan (BCP) to ensure the continued delivery of critical services and operations in the event of a disruption, emergency, or disaster. This plan outlines the procedures, responsibilities, and resources necessary to respond effectively to unexpected events, minimize operational downtime, and protect client information and assets. The purpose of the BCP is to maintain business resilience, safeguard employees and clients, and ensure the Firm can recover and resume normal operations as quickly and efficiently as possible.

General Disclaimer

The information provided by Creed Evans Financial Advisory on this website or in any related materials is for informational purposes only and does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation regarding any security, investment product, or strategy. This information also should not be construed as personalized investment, legal, or tax advice. All opinions expressed are subject to change without notice based on market, economic, legislative, or political conditions.

Any performance data presented represents past performance and is not indicative of future results. The value of investments and the income from them will fluctuate, and an investor’s shares, when redeemed, may be worth more or less than their original cost.

Nothing contained on this website or in any related materials constitutes legal, accounting, or tax advice. Investors should consult their own legal, accounting, and tax professionals for advice specific to their individual circumstances prior to taking any action based upon this information.

Disclaimer of Warranties and Liability

Inaccuracies, Errors, and Downloads

This Creed Evans Financial Advisory website may contain inaccuracies, omissions, or typographical errors. The Firm endeavors to maintain the integrity and security of the site but makes no representations or warranties, express or implied, that the site, its servers, or any email sent from the site are free of viruses, malware, or other harmful components. Any materials downloaded or otherwise obtained through the use of the site are done at the user’s own discretion and risk. The Firm shall not be liable for any damage to computer systems, loss of data, or any direct, indirect, incidental, consequential, or punitive damages arising from or related to the use of, or inability to use, this site, any delay or interruption in its availability, or any errors or omissions in its content.

External Links and Third-Party Content

The Creed Evans Financial Advisory website may contain links to content hosted on websites operated by third parties not affiliated with the Firm. The policies and practices governing such third-party websites may differ from those applicable to this site. The Firm makes no representations or warranties regarding any third-party content or websites that may be accessed directly or indirectly through this site.

Links to third-party websites are provided solely for convenience and do not constitute or imply any endorsement, sponsorship, or affiliation between the Firm and the operators of those websites, nor do they grant any license or other legal right to use any trademark, trade name, logo, or copyrighted material of the Firm or any third party.

Copyright and Limitations on Use

All proprietary content on this website (the “Copyrighted Material”) is the property of Creed Evans Financial Advisory and is protected under United States copyright and other intellectual property laws. You may print or share the Copyrighted Material through personal, noncommercial means—such as email or approved social media sharing tools provided on select pages—solely for your own private use.

You may not publish, copy, reproduce, distribute, modify, transmit, display, or otherwise exploit any Copyrighted Material for public or commercial purposes without the Firm’s prior express written permission. Any attempt to reproduce or commercially distribute such material without authorization is strictly prohibited.

No license or right under any patent, trademark, copyright, or other intellectual property of the Firm or any third party is granted or implied by your access to or use of this website. Use of editorial or proprietary content without the Firm’s express written consent is strictly prohibited.

Regulation

Creed Evans Financial Advisory is an investment adviser registered under the Investment Advisers Act of 1940.