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
Jasper, TX 75951
Credentials
Series 63, Series 65
Industry experience
26 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
2024 - Present (2 years)
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Advanced Financial Group
1998 - Present (28 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.
CFP®, Series 66
Jasper, TX
Edward Jones
Series 66
Jasper, TX
Edward Jones
Series 63, Series 65
Woodville, TX
Tubreauxs Wealth & Legacy Solutions
Series 66
Jasper, TX
Dominion Portfolio Management, Inc.
Series 65
Jasper, TX
Capital Investment Advisory Services, LLC
Series 66
Jasper, TX
Sunbelt Securities, Inc.
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