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Timothy L Cartier

Creativeone Securities, LLC

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About Timothy L Cartier

Timothy Cartier is a licensed securities professional with over 40 years of experience in the financial services industry. Timothy is currently registered with Creativeone Securities, LLC, and is located in La Mesa, California. Previously, Timothy was a registered representative at GWN Securities Inc., Multi-Financial Securities Corporation, Legacy Financial Services, Inc., and NYLIFE Securities Inc. Timothy is also a Series 6, Series 22, and SIE licensed professional and holds a Series 63 license. Timothy specializes in providing financial planning services, portfolio management for individuals, and the selection of other advisors.

Firm Information

Timothy Cartier 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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Timothy Cartier’s Registration & Firm History

CA

07/10/2017 - Present

Creativeone Securities, LLC (La Mesa CA)

CA

05/15/2008 - 12/31/2016

GWN SECURITIES INC. (EL CAJON CA)

CA

07/18/2007 - 05/15/2008

MULTI-FINANCIAL SECURITIES CORPORATION (EL CAJON CA)

CA

03/28/2006 - 07/18/2007

LEGACY FINANCIAL SERVICES, INC. (EL CAJON CA)

CA

01/09/2006 - 02/09/2006

LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)

NY

10/25/1983 - 12/14/2005

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/20/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/1990

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 10/24/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Timothy L Cartier. Review regulatory record here.
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