TrueAdvisor
TrueAdvisor
MA
ChFC
MA
ChFC

Michael Axton

Creativeone Securities, LLC
40 Years of Experience
Laurel, MS
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Michael Axton is a ChFC-designated registered investment advisor at Creativeone Securities, LLC, based in Laurel, MS, with 40 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 12,485 clients with $2.5B in assets under management.

Creativeone Securities, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
152 advisors
Number of Clients
12,485 clients
Average Client Portfolio
$204K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees vary by program. CreativeOne Wealth Platform charges 0.55% to 2.5% annually. Client Choice charges up to 2.0% annually. Third-party manager programs range from 0.50% to 2.5% total, with CreativeOne Securities receiving 0.50% to 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

541 Central Avenue, Suite B, Laurel, MS, 39440

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
June 2017
Customer Dispute
October 2002
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael owns Mike Axton & Associates, selling and servicing fixed insurance products, dedicating about 10% of his time. He is also an independent representative for Rasberry Producer Group, selling life insurance and fixed annuities since 2008, spending a few hours per week.

Employment History
Current Registrations
Creativeone Securities, LLC
February 2021 - Present · 5 yrs 8 mos
Creativeone Securities, LLCBroker
August 2017 - Present · 9 yrs 2 mos
Previous Registrations
Ameritas Investment CORP
October 2016 - July 2017 · 9 mos
Ameritas Investment CORP.Broker
September 2016 - July 2017 · 10 mos
LPL Financial LLC
September 2009 - October 2016 · 7 yrs 1 mo
LPL Financial LLCBroker
September 2009 - October 2016 · 7 yrs 1 mo
Mutual Service Corporation
July 2008 - September 2009 · 1 yr 2 mos
Mutual Service CorporationBroker
April 2008 - September 2009 · 1 yr 5 mos
American General Securities Incorporated
October 2006 - April 2008 · 1 yr 6 mos
American General Securities IncorporatedBroker
October 2002 - April 2008 · 5 yrs 6 mos
Franklin Financial Services CorporationBroker
December 1985 - October 2002 · 16 yrs 10 mos
State Registrations3 states
ALMSTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Laurel, MS →All financial advisors in Mississippi →