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
13 years
Location
Morganton, NC
Creative Financial Designs, Inc.
Multi-team
Douglas Beam is a financial advisor at Creative Financial Designs, Inc. in Morganton, NC, with 13 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LLC. Beam is also involved in independent insurance sales. Creative Financial Designs serves individual, corporate, and institutional clients with a range of investment management and financial planning services, employing asset-class model allocations and multiple risk objectives supported by an Executive Investment Committee.
Based on Creative Financial Designs, Inc.
Based on Creative Financial Designs, Inc.
$0+: Starting at 0.50% annually up to 2.00% annually for Brokerage Management platform $0+: Starting at 0.50% annually up to 1.50% annually for Self-Directed Management platform $0+: Starting at 0.50% annually up to 1.50% annually for Variable Annuity Management platform $0+: Starting at 0.50% annually up to 1.50% annually for Non-Discretionary Advisory Services
Hourly fee up to $350 per hour, negotiable
Retainer fees from $25 per month up to $3,500 per month, negotiable
Account minimum: $7,000 Minimum fee: Custodial fee charged by cfd Investments for accounts at NFS: $8 monthly minimum fee Fee-only: Advisory fees negotiated between 0.50% and 2.00% annually depending on service and platform
Morganton, NC
Morganton NC
Advisors at this office
1
North Carolina
13 years of industry experience
Freedom High School
2026 - Present • 1 year
Morganton, NC
Creative Financial Designs, Inc
2017 - Present • 9 years
Kokomo, IN
cfd Investments, Inc
2017 - Present • 9 years
Kokomo, IN
LPL Financial, LLC
2014 - 2017 • 3 years
Asheville, 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Lenoir, NC
Legacy Resources NC, LLC
Richard Harig is the sole advisor at Legacy Resources NC, LLC, an independent firm based in Lenoir, NC. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His career includes roles at firms such as MacArthur Strategic Capital, Signet Private Wealth, and Great Point Capital. Outside of advisory work, he is involved in philanthropy consulting and serves as Board Chair of a nonprofit organization. Legacy Resources NC, LLC provides comprehensive financial and legacy planning focused on estate design, family governance, philanthropy, and related areas. The firm typically refers clients to unaffiliated portfolio managers rather than directly managing assets, emphasizing planning and coordination with outside investment managers.
Series 63, Series 66
Granite Falls, NC
Continuum Financial, LLC
Harold Perkins is the sole advisor at Continuum Financial, LLC in Granite Falls, NC, holding Series 63 and Series 66 designations with 24 years of industry experience. He has been with Continuum Financial since its founding in 2002. Continuum Financial provides investment supervisory services and ERISA/401(k) consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and corporations. The firm employs a core-and-satellite investment approach combining in-house selection of stocks and bonds with select ETFs, alongside ERISA consulting and fiduciary diligence through structured committee processes.
Series 66
Granite Falls, NC
Portfolio Medics, LLC
Patrick Holmes is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Seven Two Wealth Partners and C Rice and Associates. Outside of financial advising, he is active as a Licensed Real Estate Agent in North Carolina. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to create customized portfolios and offers a range of programs including discretionary and non-discretionary management, access to independent managers, and advisory signal services.
Series 65
Valdese, NC
integrity Advisory Solutions
Nathan Workman is a financial advisor at Integrity Advisory Solutions with a Series 65 designation and three years of industry experience. He has held prior roles at CS Planning Corp., Elmberry Wealth Management, Inc., AE Wealth Management, LLC, LFG Advisors Inc, Foundations Investment Advisors, LLC, Alloy Investment Management, and Figment, Inc. Outside of his advisory work, Workman is also a practicing lawyer with Radius Law Group, focusing on estate planning and asset protection. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes a variety of analytical and asset-allocation strategies along with third-party platforms to tailor investment solutions.
CFP®, Series 63
Morganton, NC
Advisory Services Network
Catherine Zieman is a CFP® professional with 39 years of industry experience. She has worked at firms including Advisory Services Network, Field Point Private, Dominari Securities LLC, Neuberger Berman BD LLC, and Northern Trust Securities. Outside of her advisory work, she is the managing partner of High Pointe International Equestrian Tours, a travel agency operated as a hobby. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing various securities and third-party managers to tailor strategies to client objectives.
Series 63, Series 65
Lenoir, NC
Impact Partnership Wealth, LLC
George Martin is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Alphastar Capital Management, LLC, Calton & Associates, Inc., and Four Plus One, Inc., dba Charter Financial Group, where he is also an owner and insurance agent involved in property and casualty agency and fixed indexed annuity sales. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, offering discretionary trading authority subject to client restrictions.
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