Courdney Williams
Investment adviser representative at Creativeone Wealth, LLC
14 yearsExperience
1 stateRegistered in
$6.3BFirm assets
11 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 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
14 years in the industry.
- Creativeone Wealth, LLCDec 2024 to now
- Noetic Wealth Strategies, LLCMay 2024 to Dec 2024
- Caitlin John Private Wealth ManagementJul 2022 to May 2024
- Guardian Life Insurance CompanyJul 2021 to Nov 2022
- Park Avenue SecuritiesJul 2021 to Nov 2022
- UnemployedDec 2020 to Jul 2021
- Allstate Insurance CompanyJul 2019 to Dec 2020
- MML Investors Services, LLCNov 2017 to Jul 2019
- Massachusetts Mutual Life Insurance CompanyOct 2017 to Jul 2019
- Nylife Securities LLCSep 2012 to Oct 2017
- New York Life Insurance CoFeb 2012 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 6028438
- Firm CRD
- 281213