Brian Pacen
Brian Pacen is a CFP-designated registered investment advisor at Creativeone Securities, LLC, based in Owings Mills, MD, with 15 years of industry experience. Brian 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
100 Painter's Mill Road, Suite 420, Owings Mills, MD, 21117
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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
Brian works as a Portfolio Manager at The Sawyer Group, focusing on financial planning and the sale and service of fixed insurance products. This activity requires about 10-20% of his time.
Employment History
Current Registrations
Creativeone Securities, LLCBroker
Creativeone Securities, LLC
Previous Registrations
Broker Dealer Financial Services CORP.Broker
Investment Advisors CORP
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Advisors, LLCBroker
Pruco Securities, LLC.Broker
State Registrations15 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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