David
Kay

Creativeone Securities, LLC

CRD#2546374
Investment Advisor
in Exton, PA

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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

Series 63, Series 65

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

600 Eagleview Blvd Suite 300
Exton, PA 19341

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Creativeone Securities, LLC Brokerage Details

Total Assets Under Management

$1,718,842,253

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

186

PA Average: 44
Total Number of Accounts

22,082

PA Average: 4,091
Average Account Size

$77,839

PA Average: $548,316

Investment Advisory Services

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

David Kay Work History

2023 - Present (1 year)

Creativeone Securities, LLC

2019 - 2023 (4 years)

Securities America, Inc

2019 - 2023 (4 years)

Securities America Advisors, Inc

2017 - 2019 (2 years)

Questar Capital Corporation

2014 - 2017 (3 years)

Lincoln Financial Advisors Corporation

2011 - 2014 (3 years)

Hornor Townsend & Kent Inc

2011 - 2014 (3 years)

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.

Financial Advisors at Creativeone Securities, LLC

Brian Pacen
Owings Mills, MD
Michael Mannone
Leawood, KS
Richard Robinson
New Carlisle, IN
Karen Zicht
Wichita, KS
Jared Anderson
Topeka, KS
Bryan Woodell
Leawood, KS
Adam Carpenter
West Des Moines, IA
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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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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