Timothy Lovell Phares
Investment adviser representative at Creativeone Securities, LLC
11 yearsExperience
2 statesRegistered in
$2.5BFirm assets
13 yearsFirm in business
Are you Timothy Lovell Phares? Claim your profile
Contact this firm
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
11 years in the industry.
- Creativeone Securities, LLCJan 2015 to now
- Creativeone Securities, LLC Formerly Client One Securities, LLCJan 2015 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
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
- 2450201
- Firm CRD
- 152974