Advisor at CreativeOne Securities, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CreativeOne Securities, LLC
Location
Biloxi, MS 39530
Credentials
Series 63, Series 66
Industry experience
22 years
Consulting and Financial Planning fixed fees range from $300 to $10,000 per project
C1S and Representatives earn customary commissions on securities and insurance products sold
Consulting and Financial Planning hourly rates range from $100 to $250 per hour
Consulting Services on-going monthly retainer fee ranges from $50 to $100 per month
Account minimum: $25,000 for management programs except $150,000 for CreativeOne Wealth, LLC Alpha UMA; no minimum for financial planning and consulting services Minimum fee: $300 minimum fee for Consulting and Financial Planning services Fee-only: Consulting and Financial Planning fees charged as fixed fee per project ($300 to $10,000) or hourly rate ($100-$250/hour) with minimum $300; Retirement Plan Services fees from 1.5% to 3.0% annually; CreativeOne Wealth, LLC Platform fees range 0.55% to 2.5% annually; Client Choice Investment Management fees up to 2.00% annually; Separately Managed Account fees negotiated as flat annual fee
CreativeOne Securities, LLC
2022 - Present (4 years)
Client One Securities, LLC
2017 - 2022 (5 years)
Ameritas Investment Corp
2009 - 2016 (7 years)
Rasberry Financial Services
2005 - Present (21 years)
Raspberry Producer Group
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 63, Series 65
Diberville, MS
Voyage Wealth Management, LLC
CFP®, CPA
Gulfport, MS
Inspired Financial Planners
Inspired Financial Planners is a virtual, fee-only financial planning firm in Gulfport, MS and Flat Rock, NC. We serve clients from Gen Z all the way through retirees. While we have clients in any stage of life, Tricia specializes in working with professionals with families, advising employer-sponsored retirement plans, and individuals that have inherited wealth. Tricia earned her chops as an intern at a large brokerage firm, mutual funds specialist, paraplanner, portfolio manager, and retirement plan consultant, before partnering with Germaine Weldon in 2019 to co-found Inspired Financial Planners. She is a Certified Financial Planner™ practitioner, a Certified Public Accountant, a Certified Student Loan Professional, and a Ramsey Solutions Master Financial Coach. Her greatest passion is helping young families advance toward financial independence and meeting their life goals. On the personal front, Tricia and her husband Nick find life balance by hiking, running, scuba diving, and chasing their toddlers. They welcomed their third daughter to the world in 2021.
ChFC®, Series 66
Gulfport, MS
Edward Jones
Series 66
Gulfport, MS
Edward Jones
Series 63, Series 66
Gulfport, MS
Edward Jones
Series 66
Biloxi, MS
Edward Jones
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