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William Campbell Monroe III

Advisor at CreativeOne Securities, LLC — Orange, TX

Updated today

Credentials

Series 63, Series 65

Experience

26 years

Location

Orange, TX 77632

CreativeOne Securities, LLC logo

CreativeOne Securities, LLC

Multi-team

Total advisors

128

Across 69 offices

Clients per advisor

97 Very High

Avg AUM per client

$183,544 Very Low

HNW client ratio

3% Very Low

About

William Monroe III is a financial advisor at CreativeOne Securities, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cape Investment Advisory, American Global Wealth Management, and J.W. Cole Advisors. Monroe is also a board member of Champion Oaks Ranch, a nonprofit home for at-risk children. CreativeOne Securities, LLC is a multi-advisor firm serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

Client services

Based on CreativeOne Securities, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on CreativeOne Securities, LLC

Retirement income strategy Annuities Wealth management General estate planning guidance

Occupation focus

Based on CreativeOne Securities, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Consulting and Financial Planning fixed fees from $300 to $10,000 depending on complexity and scope.

Percentage

$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

Commissions

C1S and its Representatives are also licensed as brokers and insurance agents and receive commissions for sale of securities and insurance products.

Project-based

Consulting and Financial Planning hourly rates from $100 to $250 per hour, negotiable.

Subscriptions

Consulting Services ongoing monthly retainer fees from $50 to $100 per month.

Other

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.

Location

See office

Orange, TX

7254 Hwy 87 N

Orange TX 77632

Advisors at this office

1

Most active in

Louisiana · Texas

Work history

26 years of industry experience

CreativeOne Securities, LLC

2024 - Present • 2 years

Overland Park, KS

Cape Investment Advisory, Inc.

2022 - 2024 • 2 years

McDonough, GA

American Global Wealth Management, Inc.

2021 - 2024 • 3 years

McDonough, GA

ChangePath, LLC

2020 - 2022 • 2 years

Leawood, KS

J.W. Cole Advisors, Inc.

2019 - 2020 • 1 year

Tampa, FL

J.W. Cole Financial, INc.

2019 - 2020 • 1 year

Tampa, FL

Gf Investment Services, Llc

2010 - 2019 • 9 years

Sarasota, FL

Global Financial Private Capital, Llc

2010 - 2019 • 9 years

Sarasota, FL

Advanced Financial Group

1998 - Present • 28 years

Jasper, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Henry N

Series 63, Series 66

Orange, TX

Faithful Financial LLC

Henry Netherland is a financial advisor at Faithful Financial LLC in Orange, TX, with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones from 2016 to 2019 before founding his current firm in 2019. Faithful Financial LLC provides discretionary investment management and financial planning primarily to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes biblically responsible investing and employs a combination of fundamental, technical, cyclical, and charting analysis in portfolio construction, maintaining a small client base to deliver personalized wealth management services.

ESG / Sustainable investing Religious/faith focused
user avatar

Ian J

Series 63

Bridge City, TX

Global Assets Advisory, LLC

Ian James is a financial advisor with Global Assets Advisory, LLC and holds a Series 63 designation. He has 30 years of industry experience with previous roles at firms including Investacorp Advisory Services and Capital Financial Group, where he has maintained ongoing involvement since 2007. Outside of his advisory work, he is a contributing book author and a silent partner in a restaurant and bar business. Global Assets Advisory, LLC is an SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million and offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services through a team of eight advisors and a network of independent representatives.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Shana B

Series 63, Series 65

Orange, TX

G. A. Repple & Company

Shana Burt is a financial advisor with G. A. Repple & Company in Orange, Texas, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has operated her own financial services firms since 2005 and has prior experience with Allstate Insurance Company. Burt is active in her community as a board member of the Port Neches Riverfest and the Port Neches Chamber of Commerce, and she serves as a show host and board member for Financial Issues Stewardship Ministries. G. A. Repple & Company provides investment advisory and financial planning services to individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs a range of analytical approaches to portfolio construction and offers multiple management programs, including ETF-focused and Biblically-Responsible Investing models.

Planning for children with special needs Divorce financial planning General retirement planning
user avatar

Andrew S

Series 65

Vidor, TX

First Command Advisory Services

Andrew Speece is a Series 65-licensed financial advisor with First Command Advisory Services in Vidor, TX. He joined the firm in 2026 and has prior experience working at Ecovyst, Veolia WTS, and Valspar. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, with investment decisions handled by a centralized Investment Management Team and Wealth Portfolio Managers using a selection of model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Jennifer B

Series 63, Series 65

Orange, TX

LPL Financial

Jennifer Burtsfield is a financial advisor with LPL Financial in Orange, Texas, holding Series 63 and Series 65 registrations and having 26 years of industry experience. Her career includes 14 years with Wells Fargo Advisors and 11 years with Wells Fargo Clearing before joining LPL Financial. She serves as co-trustee for a 401(k) plan and is a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers diverse investment solutions including model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Bryan B

Series 63, Series 66

Orange, TX

LPL Financial

Bryan Burtsfield is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include 14 years at Wells Fargo Advisors, four years at Wells Fargo Clearing, and six years with A. G. Edwards & Sons, Inc. He is a co-trustee for a 401(k) plan and has ownership in a financial services firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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