Angie Trandai
Angie Trandai is a CFP-designated registered investment advisor at Creativeone Securities, LLC, based in Orlando, FL, with 28 years of industry experience. Angie 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
Orlando, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Angie is an agent for Trandai Financial Solutions, LLC, selling fixed index annuities, life insurance, and long-term care insurance, dedicating a few hours per week. She is also an agent and owner of Trandia Financial Solutions, selling fixed index annuities, life insurance, long-term care insurance, and securities.
Employment History
Current Registrations
Creativeone Securities, LLC
Creativeone Securities, LLC
Creativeone Securities, LLCBroker
Previous Registrations
Integrity Alliance, LLC.Broker
Integrity Alliance, LLC
Charter Advisory Corporation
LPL Financial LLCBroker
LPL Financial Corporation
Mutual Service Corporation
Mutual Service CorporationBroker
State Registrations10 states
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
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