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John Davis Taylor

Creativeone Securities, LLC

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About John Davis Taylor

John Davis Taylor is a financial advisor with Creativeone Securities, LLC. John has been in the financial services industry for over 35 years. John is registered with the state of North Carolina as a securities agent and investment advisor representative. John offers financial planning, portfolio management, and selection of other advisors to individuals and businesses. John is also a registered representative with Creativeone Securities, LLC. Creativeone Securities, LLC is an independent broker-dealer that provides a wide range of financial products and services to individual and institutional clients.

Firm Information

John Taylor 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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John Taylor’s Registration & Firm History

NC

01/05/2017 - Present

Creativeone Securities, LLC (Lumberton NC)

NC

12/01/1997 - 01/03/2017

AMERITAS INVESTMENT CORP. (LUMBERTON NC)

AZ

01/29/1990 - 11/26/1997

MTL EQUITY PRODUCTS, INC. (FOUNTAIN HILLS AZ)

AZ

06/18/1989 - 07/17/1989

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

NA

02/04/1986 - 06/18/1989

SOUTHMARK FINANCIAL SERVICES, INC.

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Licenses & Designations

IA

Issued 01/18/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/03/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Davis Taylor.
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