Bradley Scott Shammas

CFP

Creativeone Securities, LLC

10 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement Planning

Creativeone Securities, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

145 advisors

Number of Clients

11,317 clients

Average Client Portfolio

$188K average

Assets Under Management

$2.1B

Fee Structure

Minimum Investment:$25K

Location

1240 N Lakeview Avenue, Suite 100B, Anaheim, CA, 92807

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History

Regulatory History (1)

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Employment Separation After Allegations

November 2016

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Bradley is an agent for IWM Financial, Inc. selling annuities and life insurance, and a registered advisor for Associates Financial Group providing 401(k) consulting. He also serves as a CFP for Estate Planning Team and president elect for Financial Planning Association of Orange County, dedicating about a quarter of his time to IWM Financial and Associates Financial Group.

Employment History

Current Registrations

Creativeone Securities, LLC

November 2016 - Present · 9 yrs 3 mos

Creativeone Securities, LLCBroker

November 2016 - Present · 9 yrs 3 mos

Previous Registrations

Signator Investors, INC.

October 2016 - November 2016 · 1 mo

Signator Investors, INC.Broker

October 2016 - November 2016 · 1 mo

USA Financial Securities CorporationBroker

October 2015 - May 2016 · 7 mos

J.P. Turner & Company, L.L.C.Broker

April 2015 - October 2015 · 6 mos

State Registrations22 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.