Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
5 years
Location
Lumberton, NC 28358
CreativeOne Securities, LLC
Multi-team
Desmond Taylor is a financial advisor with CreativeOne Securities, LLC and holds a Series 66 designation. He has six years of industry experience and has worked with Creativeone Wealth, LLC and CLC Financial. Taylor serves on the boards of the Douglas Byrd Academy of Finance, focusing on financial literacy education, and Stanton Hospitality House, which provides support to families in medical crisis. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management and offers a range of services including financial planning, portfolio management, and retirement-plan fiduciary services through a network of 127 advisors.
Based on CreativeOne Securities, LLC
Based on CreativeOne Securities, LLC
Consulting and Financial Planning fixed fees from $300 to $10,000 depending on complexity and scope.
$0 - $19,999: $25,000 - $149,999: varies by program and negotiation $150,000+: for CreativeOne Wealth, LLC Alpha UMA minimum $0+: Retirement Plan Services: 1.8% to 2.0% for Section 3(21) services; 1.5% to 3% for Section 3(38) services; fees negotiable $0+: CreativeOne Wealth, LLC Platform Fees: 0.55% to 2.5% annually; negotiated $0+: Client Choice Investment Management fees: up to 2.0% annually, negotiable
C1S and its Representatives are also licensed as brokers and insurance agents and receive commissions for sale of securities and insurance products.
Consulting and Financial Planning hourly rates from $100 to $250 per hour, negotiable.
Consulting Services ongoing monthly retainer fees from $50 to $100 per month.
Account minimum: $25,000 for all management programs except $150,000 for CreativeOne Wealth, LLC Alpha UMA Minimum fee: $300 minimum fee for Consulting and Financial Planning services Fee-only: Consulting and Financial Planning services charged on fixed-fee, hourly rate ($100-$250/hour), or monthly retainer ($50-$100 per month). Fees negotiable.
Lumberton, NC
4910 Fayetteville Rd
Lumberton NC 28358
Advisors at this office
1
North Carolina · South Carolina
5 years of industry experience
Creativeone Wealth, LLC
2024 - Present • 2 years
Overland Park, KS
CreativeOne Securities, LLC
2020 - Present • 6 years
Overland Park, KS
CLC Financial
2020 - Present • 6 years
Lumberton, NC
UNC-Wilmington
2017 - 2020 • 3 years
Wilmington, NC
Cape Fear Community College
2016 - 2017 • 1 year
Wilmington, NC
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Lumberton, NC
Aurora Strategic Advisors, LLC
Darek Hunt is a financial advisor with Aurora Strategic Advisors, LLC in Lumberton, NC, holding Series 63 and Series 65 designations and over 23 years of industry experience. He has been with Aurora Strategic Advisors since 2015 and is also licensed as a life insurance producer, with insurance activities ancillary to his advisory role. Aurora Strategic Advisors serves individual clients, including both high-net-worth and non-high-net-worth households, offering portfolio management and financial planning services. The firm manages approximately $24.4 million in assets and combines investment advisory with insurance product placement through its affiliated insurance agency.
Series 63, Series 65
Lumberton, NC
Valic Financial Advisors
Robert Starcher is a financial advisor at Valic Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Valic Financial Advisors in the past. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account programs through a large network of advisors and utilizes centralized technology and model solutions.
Series 63, Series 66
Lumberton, NC
Valic Financial Advisors
Shannon Cotter is a financial advisor at Valic Financial Advisors with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Bank NA and American Income Life Insurance Company. Cotter is also a notary. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving mainly U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors, utilizing a technology-driven, model-based approach.
Series 63, Series 66
Lumberton, NC
Truist Advisory Services
Tony Bullard is a financial advisor with Truist Advisory Services in Lumberton, NC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021 and previously spent 21 years with Bb&T-affiliated firms. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools in its research to support client portfolios.
Series 63, Series 65
Lumberton, NC
Valic Financial Advisors
Richard Hartney Jr. is a financial advisor with Valic Financial Advisors in Lumberton, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Valic Financial Advisors since 1999 and also serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.
Series 63, Series 66
Lumberton, NC
Raymond James Financial
Henry Leggette is a financial advisor with Raymond James Financial in Lumberton, NC, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been associated with Raymond James Financial and its affiliates since 2000 and serves as president of HTL Wealth Management, Inc., a support company he owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools and models to support client goals, and maintains specialized programs such as municipal advising and SIMPLE IRA employer consulting.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)