Michael Axton
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.
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.
Location
Laurel, MS 39440
Credentials
ChFC®, Series 63
Industry experience
40 years
Michael Axton is a ChFC® credentialed financial advisor with 40 years of industry experience. He is currently with CreativeOne Securities, LLC and has previously worked at Client One Securities, Ameritas Investment Corp, and LPL Financial Corporation. In addition to his advisory work, he is involved in selling and servicing fixed insurance products and life insurance through independent representative roles. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to a diverse client base, including individuals, corporate clients, and retirement plans. The firm employs a range of portfolio management strategies and offers access to proprietary model portfolios and third-party investment advisers.
Based on CreativeOne Securities, LLC
Based on CreativeOne Securities, LLC
Fixed fees for Consulting and Financial Planning services ranging from $300 to $10,000
Commissions received on securities and insurance product sales through C1S and Representatives
Hourly consulting and financial planning rates ranging from $100 to $250 per hour
On-going monthly retainer fee for Consulting Services ranging from $50 to $100 per month
Account minimum: $25,000 for all management programs except CreativeOne Wealth, LLC Alpha UMA which requires $150,000; no minimum for financial planning and consulting services Minimum fee: Minimum fee of $300 for Consulting and Financial Planning services Fee-only: Consulting and Financial Planning services charged on fixed fee or hourly basis, hourly rates $100 - $250/hour, fixed fees $300 to $10,000
541 Central Avenue, Suite B
Laurel, MS 39440
Mississippi
CreativeOne Securities, LLC
2022 - Present (4 years)
Client One Securities, LLC
2017 - 2022 (5 years)
Ameritas Investment Corp
2016 - 2017 (1 year)
LPL Financial Corporation
2009 - 2016 (7 years)
MICHAEL J AXTON CLU, ChFC AND ASSOCIATES
1983 - Present (43 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.
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