Joseph Reid Gilleland
Investment adviser representative at Creativeone Securities, LLC
18 yearsExperience
1 stateRegistered in
$2.5BFirm assets
13 yearsFirm in business
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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
18 years in the industry.
- Creativeone Securities, LLCJan 2019 to now
- Creativeone Securities, LLC Former Client One Securities, LLCJan 2019 to now
- Royal Alliance Associates, IncNov 2018 to Dec 2018
- Signator Investors, IncMay 2016 to Nov 2018
- Blue Ridge Coastal Financial Services GroupMar 2008 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 2020951
- Firm CRD
- 152974