James
Smith
Creativeone Securities, LLC
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About this Advisor
James Smith is a financial advisor based in Mount Pleasant, South Carolina, working with Creativeone Securities, LLC. James has previously held positions at Atlantic Coast Advisory Group, Moultrie Investments, Transamerica Financial Advisors, Inc, Musc Children's Hospital Board, Southcoast Bank Founding Board Member, Yes Carolina, Signator Investors, Inc, and Creativeone Securities, LLC. James has passed the Series 63 regulatory exam and is registered to provide services in South Carolina. Currently, James is part of Creativeone Securities, LLC, which operates out of Mount Pleasant, South 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
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
James Smith Work History
Creativeone Securities, LLC
Musc Children'S Hospital Board
Moultrie Investments
Atlantic Coast Advisory Group
Signator Investors, Inc
Transamerica Financial Advisors, Inc
Yes Carolina
Southcoast Bank Founding Board Member
Disclosures
Please visit the SEC profile of James Smith 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
West Des Moines, IA
Wichita, KS
Owings Mills, MD
New Carlisle, IN
Leawood, KS
Camdenton, MO
Leawood, KS
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