James
Starnes
Creativeone Wealth, LLC
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About this Advisor
James Starnes is a financial advisor based in Acworth, Georgia, working with Creativeone Wealth, LLC. James has previously held positions at Creativeone Securities, LLC, Metro Home Products, David Weekley Homes, Apex Systems, Rgs Landscape Management, Catawba Fish Camp, Otter's Chicken, University of South Carolina, Lancaster, University of South Carolina, Upstate, Ephas Financial, and Creativeone Wealth, LLC. James has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, James is part of Creativeone Wealth, LLC, which operates out of Acworth, Georgia. The firm has 108 offices and 201 employees. The firm manages assets totaling $3.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Creativeone Wealth, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Creativeone Wealth, LLC Brokerage Details
$3,430,274,685
201
21,910
$156,562
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
James Starnes Work History
Creativeone Securities, LLC
Ephas Financial
Creativeone Wealth, LLC
Metro Home Products
David Weekley Homes
Apex Systems
Rgs Landscape Management
Otter'S Chicken
University Of South Carolina, Upstate
Catawba Fish Camp
University Of South Carolina, Lancaster
Disclosures
Please visit the SEC profile of James Starnes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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