Douglas
Beam

Creative Financial Designs, Inc

CRD#6137255
Investment Advisor
in Morganton, NC

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About this Advisor

Douglas Beam is a financial advisor based in Morganton, North Carolina, working with Creative Financial Designs, Inc. Douglas has previously held a position at Lpl Financial, LLC. Douglas has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Douglas is part of Creative Financial Designs, Inc, which operates out of Morganton, North Carolina. The firm has 108 offices and 152 employees. The firm manages assets totaling $2.1 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 institutional clients, and educational seminars. The fee structure at Creative Financial Designs, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

Morganton, NC

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Creative Financial Designs, Inc Brokerage Details

Total Assets Under Management

$2,082,130,980

NC Average: $1,347,246,178
Total Number of Employees

152

NC Average: 46
Total Number of Accounts

12,377

NC Average: 1,775
Average Account Size

$168,226

NC Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Douglas Beam Work History

2014 - 2017 (3 years)

Lpl Financial, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Douglas Beam 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 Creative Financial Designs, Inc

Nathan Cruz
Kokomo, IN
Anthony Montenegro
Kokomo, IN
Matthew Holt
Kokomo, IN
Kelly Stockberger
Kokomo, IN
Suresh Fernando
Saint Charles, MO
Douglas Beam
Morganton, NC
Ryan Deamicis
Kokomo, IN
Saeed Sulaiman
Kokomo, IN

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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