Lawrence
Mickle

Creativeone Securities, LLC

CRD#5626384
Investment Advisor
in Murrells Inlet, SC

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About this Advisor

Lawrence Mickle is a financial advisor based in Murrells Inlet, South Carolina who has 2 years of industry experience. Mickle works at Creativeone Securities, LLC. Their career trajectory has included roles at Wells Fargo Advisors, LLC, Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, Capital Investment Group Inc, Capital Investment Advisory Services LLC, Granite Quarry Direct and Client One Securities, LLC. Mickle has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in South Carolina. Creativeone Securities, LLC is a business headquartered in Leawood, KS. The company has offices in 125 locations and a total of 180 advisors. It handles $2 billion in assets between its 20,986 accounts, making it one of the largest firms in the nation by assets under management. Of its 20,986 accounts, 17% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Creativeone Securities, LLC performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees typically are based on which services are provided. Fees charged by Creativeone Securities, LLC most likely include any combination of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

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

640 Morse Ave Unit 9
Murrells Inlet, SC 29576

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Creativeone Securities, LLC Brokerage Details

Total Assets Under Management

$1,716,928,244

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

180

SC Average: 44
Total Number of Accounts

20,986

SC Average: 4,091
Average Account Size

$81,813

SC Average: $548,316

Investment Advisory Services

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

Lawrence Mickle Work History

Lawrence has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Client One Securities, LLC

2019 - 2020 (1 year)

Granite Quarry Direct

2018 - 2019 (1 year)

Capital Investment Group Inc

2018 - 2019 (1 year)

Capital Investment Advisory Services LLC

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2012 - 2016 (4 years)

Wells Fargo Advisors, LLC

2012 - 2018 (6 years)

Wells Fargo Bank, Na

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lawrence Mickle 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

Michael Kloberdanz
Leawood, KS
Travis Ford
Jefferson City, MO
Kevin Lutz
Leawood, KS
Daniel Morris
Leawood, KS
Michael Musella
Englewood, CO
Michael Axelrod
Leawood, KS
Byron Larkin
Leawood, KS
Brian Pacen
Owings Mills, MD

The content in this profile was updated by SmartAsset on 4/16/2023. 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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