People


Founder
Chief Investment Officer

Founder
Principal

Private Wealth Associate

Head of Client Operations

Partners


What does a broker/dealer do? For Creative Investment Group, LPL Financial acts as a back office support team. They help us ensure our technology runs smoothly, client transactions are processed efficiently, and that everything we do is fully compliant. LPL also holds our client's assets and provides our clients with the same securities and safeguards to protect their assets as any other Broker/Dealer. They are members of the SIPC which provides our clients insurance of up to $500,000 for cash and securities in investment accounts for any fraudulent crimes and/or bankruptcy by a firm (Coverage of cash is limited to $250,000 in cash). Unlike other Broker/Dealers, LPL does not influence our decision making process on the securities you own or any financial products that need to be utilized.

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