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Eric Lee Davis

Creativeone Securities, LLC

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About Eric Lee Davis

Eric Davis is a registered representative with Creativeone Securities, LLC and has been in the industry since November 2002. Eric is a Series 7 and Series 66 licensed professional. Eric has experience in providing financial planning and portfolio management for individuals and selecting other advisors for their clients. Eric is also an insurance agent for Acrisure Wallstreet Partners LLC (formerly Wallstreet Financial Group) and spends 160 hours per month on insurance sales. Eric is registered in 14 states, including Arkansas, California, Colorado, Florida, Illinois, Indiana, Iowa, Kansas, Missouri, Nebraska, Pennsylvania, Tennessee, and Texas.

Firm Information

Eric Davis is currently registered with Creativeone Securities, LLC. Creativeone Securities, LLC is a Limited Liability Company formed in December 2009, based in Overland Park, Kansas. The firm is registered with the SEC and in all 50 states and has approximately 1.7 billion dollars under management. The firm provides investment advice, financial planning, and portfolio management for individuals, corporations, and pension plans. Creativeone Securities, LLC also offers a wrap fee program.
Creativeone Securities, LLC

6330 SPRINT PARKWAY, SUITE 400

OVERLAND PARK, KS 66211

$1.72B

Assets Under Management

47

Total Clients

161

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Davis’s Registration & Firm History

KS

09/30/2011 - Present

Creativeone Securities, LLC (Overland Park KS)

MO

01/04/2007 - 10/03/2011

BROKER DEALER FINANCIAL SERVICES CORP. (JEFFERSON CITY MO)

MO

11/20/2002 - 12/31/2006

INTERSECURITIES, INC. (JEFFERSON CITY MO)

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Licenses & Designations

BOTH

Issued 02/17/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/25/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Lee Davis.
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