Carolyn Shirley Bishop
Investment adviser representative at Creativeone Wealth, LLC
24 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$6.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
24 years in the industry.
- Creativeone Wealth, LLCNov 2020 to now
- Changepath, LLCOct 2020 to now
- Sorrento Pacific Financial, LLCJul 2009 to Jul 2021
- Partnervest Advisory Services LLCAug 2002 to Oct 2020
- Partnervest Financial Group LLCJul 2002 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Creativeone Wealth, LLC
$6.3BAssets managed
22,291Clients
220Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1628197
- Firm CRD
- 281213