David
Kay
Creativeone Securities, LLC
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About this Advisor
David Kay is a financial advisor based in Exton, Pennsylvania, working with Creativeone Securities, LLC. David has previously held positions at Hornor Townsend & Kent Inc, Penn Mutual Life Ins Co, Lincoln Financial Advisors Corporation, Creativeone Securities, LLC, Questar Capital Corporation, Securities America, Inc, and Securities America Advisors, Inc. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, David is part of Creativeone Securities, LLC, which operates out of Exton, Pennsylvania. 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
Services Offered
Fee Structure
Office Location
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Creativeone Securities, LLC Brokerage Details
$1,718,842,253
186
22,082
$77,839
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
David Kay Work History
Creativeone Securities, LLC
Securities America, Inc
Securities America Advisors, Inc
Questar Capital Corporation
Lincoln Financial Advisors Corporation
Hornor Townsend & Kent Inc
Penn Mutual Life Ins Co
Disclosures
Please visit the SEC profile of David Kay to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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