John
Taylor
Creativeone Securities, LLC
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About this Advisor
John Taylor is a financial advisor operating in Lumberton, North Carolina who has 6 years of relevant experience. Taylor currently works for Creativeone Securities, LLC. Throughout their career, Taylor has worked at Ameritas Investment Corp, Clc Financial Services Group, Blue Bonnett and Client One Securities, LLC. Taylor maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in North Carolina. Creativeone Securities, LLC is a financial advisory firm that has its headquarters in Leawood, KS. The company has offices in 125 locations and a total of 180 financial advisors. It has $2 billion in assets between its 20,986 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 20,986 customer accounts, 17% are associated with high-net-worth individuals who have greater than $1 million in assets. The business has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually depend on which services the firm provides the client. Fees billed by Creativeone Securities, LLC likely consist of some combination of 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
$1,716,928,244
180
20,986
$81,813
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
John Taylor Work History
John has been registered as a financial advisor for 6 years.*
Client One Securities, LLC
Blue Bonnett
Clc Financial Services Group
Ameritas Investment 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 John Taylor 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
Leawood, KS
Owings Mills, MD
Leawood, KS
Leawood, KS
Jefferson City, MO
Leawood, KS
Englewood, CO
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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