Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kersey is a financial advisor with over 20 years of experience in the industry. James is a Registered Investment Advisor in California and is currently affiliated with Creativeone Wealth, LLC. James holds both Series 6 and Series 63 licenses as well as the SIE and Series 65 licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Sub-adviser fees/solicitor fees
1
2
CA
02/01/2024 - Present
Creativeone Wealth, LLC (ROCKLIN CA)
CA
05/25/2021 - 02/02/2024
PLANMEMBER SECURITIES CORPORATION (Rocklin CA)
CA
04/16/2019 - 05/27/2021
J.W. COLE FINANCIAL, INC. (ROCKLIN CA)
CA
01/11/2013 - 04/18/2019
G.F. INVESTMENT SERVICES, LLC (ROCKLIN CA)
CA
01/11/2011 - 11/21/2012
GRADIENT SECURITIES, LLC (ROCKLIN CA)
CA
11/13/2003 - 01/19/2011
ALLSTATE FINANCIAL SERVICES, LLC (ROCKLIN CA)
CA
12/04/1998 - 11/17/2003
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
IA
06/11/1998 - 11/23/1998
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
CA
03/26/1998 - 06/18/1998
SAN CLEMENTE SECURITIES, INC. (SAN CLEMENTE CA)
CA
10/09/1997 - 03/31/1998
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
CA
09/23/1997 - 10/10/1997
SAN CLEMENTE SECURITIES, INC. (SAN CLEMENTE CA)
CA
05/23/1997 - 09/11/1997
SAN CLEMENTE SECURITIES, INC. (SAN CLEMENTE CA)
CA
06/14/1996 - 06/10/1997
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
CA
09/26/1994 - 07/10/1996
GORE-HORVATH, INC. (HUNTINGTON BEACH CA)
IA
Issued 03/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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