Norman
Meres

Creativeone Securities, LLC

CRD#6683390
Investment Advisor
in Hickory, NC

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About this Advisor

Norman Meres is a financial advisor based in Hickory, North Carolina, working with Creativeone Securities, LLC. Norman has previously held positions at Edward Jones, World Financial Group / Transamerica, Kforce Staffing, Volunteer/Unemployed, Lake Norman Infiniti, Renaissance Financial Partners Of Nc, LLC, Ngm Consulting, State Farm Vp Management Corp, Brad Corriher Insurance Agency, Pruco Securities LLC, The Prudential Insurance Company Of America, Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Na, Creativeone, and Creativeone Securities, LLC. Norman has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Norman is part of Creativeone Securities, LLC, which operates out of Hickory, North Carolina. 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 66

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

1411 6Th Street Cir Nw
Hickory, NC 28601

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Creativeone Securities, LLC Brokerage Details

Total Assets Under Management

$1,718,842,253

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

186

NC Average: 44
Total Number of Accounts

22,082

NC Average: 4,091
Average Account Size

$77,839

NC Average: $548,316

Investment Advisory Services

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

Norman Meres Work History

2024 - Present (0 year)

Creativeone

2024 - Present (0 year)

Creativeone Securities, LLC

2022 - Present (2 years)

Wells Fargo Clearing Services, LLC

2022 - Present (2 years)

Wells Fargo Bank, Na

2020 - 2020 (< 1 year)

Pruco Securities LLC

2020 - 2020 (< 1 year)

The Prudential Insurance Company Of America

2019 - 2020 (1 year)

State Farm Vp Management Corp

2019 - 2020 (1 year)

Brad Corriher Insurance Agency

2018 - 2022 (4 years)

Ngm Consulting

2016 - 2018 (2 years)

Edward Jones

2015 - 2016 (1 year)

World Financial Group / Transamerica

2015 - 2015 (< 1 year)

Kforce Staffing

2014 - 2015 (1 year)

Volunteer/Unemployed

2014 - 2014 (< 1 year)

Lake Norman Infiniti

2013 - 2014 (1 year)

Renaissance Financial Partners Of Nc, LLC

Disclosures

Please visit the SEC profile of Norman Meres 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

Bryan Woodell
Leawood, KS
Adam Carpenter
West Des Moines, IA
Brian Pacen
Owings Mills, MD
Dennis Mattern
Leawood, KS
Karen Zicht
Wichita, KS
Richard Robinson
New Carlisle, IN
Michael Mannone
Leawood, KS
Julia Ravensberg
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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