James Paul Smith
Investment adviser representative at Creativeone Securities, LLC
22 yearsExperience
1 stateRegistered in
ChFC®Designation
$2.5BFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Creativeone Securities, LLCOct 2018 to now
- Musc Children's Hospital BoardApr 2008 to now
- Atlantic Coast Advisory GroupJan 2004 to now
- Signator Investors, Inc.May 2016 to Oct 2018
- Moultrie InvestmentsJan 2005 to Aug 2021
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
State registrations
Registered as an investment adviser representative in 1 state (SC).
Creativeone Securities, LLC
$2.5BAssets managed
12,485Clients
124Advisers
13 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
- 1989232
- Firm CRD
- 152974