Brian
Pacen

Creativeone Securities, LLC

CRD#4219262
Investment Advisor
in Owings Mills, MD

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About this Advisor

Brian Pacen is a financial advisor based in Owings Mills, Maryland, working with Creativeone Securities, LLC. Brian has previously held positions at Sagepoint Financial, Client One Securities, LLC, Broker Dealer Financial Services Corp, and The Sawyer Group. Brian has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Maryland. Currently, Brian is part of Creativeone Securities, LLC, which operates out of Owings Mills, Maryland. The firm has 125 offices and 186 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Creativeone Securities, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

100 Painters Mill Road Suite 420
Owings Mills, MD 21117

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Creativeone Securities, LLC Brokerage Details

Total Assets Under Management

$1,718,842,253

MD Average: $2,243,162,756
Total Number of Employees

186

MD Average: 44
Total Number of Accounts

22,082

MD Average: 4,091
Average Account Size

$77,839

MD Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Brian Pacen Work History

2016 - Present (8 years)

Client One Securities, LLC

2016 - Present (8 years)

The Sawyer Group

2016 - 2016 (< 1 year)

Broker Dealer Financial Services Corp

2014 - 2016 (2 years)

Sagepoint Financial

Disclosures

Please visit the SEC profile of Brian Pacen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Creativeone Securities, LLC

Dennis Mattern
Leawood, KS
Adam Carpenter
West Des Moines, IA
Karen Zicht
Wichita, KS
Richard Robinson
New Carlisle, IN
Chad Lewis
Camdenton, MO
Michael Mannone
Leawood, KS
Jared Anderson
Topeka, KS
Jamie Wilbers
Leawood, KS

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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