Charles
Sawyer
Creativeone Securities, LLC
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About this Advisor
Charles Sawyer is a financial advisor operating out of Owings Mills, Maryland with 7 years of relevant experience. Sawyer is on the advisory team at Creativeone Securities, LLC. Sawyer has gained experience at Broker Dealer Financial Services Corp and Client One Securities, LLC. Sawyer maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Maryland and Pennsylvania. Creativeone Securities, LLC is a financial advisory business based in Leawood, KS. It has offices in 125 locations and a total of 180 financial advisors. It manages $2 billion in total assets between its 20,986 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 20,986 accounts, 17% belong to high-net-worth individuals who have greater than $1 million in assets. Creativeone Securities, LLC has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors vary depending on the type of services. Fee types billed by Creativeone Securities, LLC can include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Creativeone Securities, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,716,928,244
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
180
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
20,986
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$81,813
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Charles Sawyer Work History
Charles has been registered as a financial advisor for 7 years.*
Client One Securities, LLC
Broker Dealer Financial Services Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Sawyer 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
Leawood, KS
Jefferson City, MO
Leawood, KS
Leawood, KS
Leawood, KS
Englewood, CO
Owings Mills, MD
Leawood, KS
The content in this profile was updated by SmartAsset on 4/16/2023. 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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