Bradley Shammas
Bradley Shammas is a CFP-designated registered investment advisor at Creativeone Securities, LLC, based in Anaheim, CA, with 10 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 11,317 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CreativeOne Securities (C1S) offers several investment management options:
- CreativeOne Wealth Platform: Fees range from 0.55% to 2.5% annually, based on the value of your investments. The fee is negotiated, so clients receiving similar services may pay different fees.
- Separately Managed Accounts: Fees are a flat annual fee negotiated with your C1S Representative, based on the time and complexity required to manage your account.
- Client Choice Investment Management: Fees are up to 2.00% annually, based on the daily average value of the assets in your account.
A minimum of $25,000 is required for all management programs, except CreativeOne Wealth, LLC Alpha UMA which requires a minimum of $150,000.
Location
1240 N Lakeview Avenue, Suite 100B, Anaheim, CA, 92807
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2016Other 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
Creativeone Securities, LLCBroker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
USA Financial Securities CorporationBroker
J.P. Turner & Company, L.L.C.Broker
State Registrations22 states
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.