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BS
CFP
BS
CFP

Bradley Shammas

Creativeone Securities, LLC
11 Years of Experience
Anaheim, CA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Bradley Shammas is a CFP-designated registered investment advisor at Creativeone Securities, LLC, based in Anaheim, CA, with 11 years of industry experience. Bradley 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

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

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History

Regulatory History (1)
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
November 2016
View Full SEC ReportHow 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 11 mos
Creativeone Securities, LLCBroker
November 2016 - Present · 9 yrs 11 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 Registrations23 states
ALAZCACODEFLGAHIIDKYMONENHNMNYOHPASDTNTXUTVAWA
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.
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