James
Smith

Creativeone Securities, LLC

CRD#1989232
Investment Advisor
in Mount Pleasant, SC

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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

Series 63, Chartered Financial Consultant

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

421 Wando Park Blvd Suite 140
Mount Pleasant, SC 29464

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Creativeone Securities, LLC Brokerage Details

Total Assets Under Management

$1,718,842,253

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

186

SC Average: 44
Total Number of Accounts

22,082

SC Average: 4,091
Average Account Size

$77,839

SC Average: $548,316

Investment Advisory Services

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

James Smith Work History

2018 - Present (6 years)

Creativeone Securities, LLC

2008 - Present (16 years)

Musc Children'S Hospital Board

2005 - Present (19 years)

Moultrie Investments

2004 - Present (20 years)

Atlantic Coast Advisory Group

2016 - 2018 (2 years)

Signator Investors, Inc

2014 - 2016 (2 years)

Transamerica Financial Advisors, Inc

2013 - 2016 (3 years)

Yes Carolina

1998 - 2016 (18 years)

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

Jared Anderson
Topeka, KS
Adam Carpenter
West Des Moines, IA
Karen Zicht
Wichita, KS
Dennis Mattern
Leawood, KS
Chad Lewis
Camdenton, MO
Richard Robinson
New Carlisle, IN
Brian Pacen
Owings Mills, MD
Michael Mannone
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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