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Lance M
Series 63, Series 65
Gautier, MS
CreativeOne Securities, LLC
Lance Monk is a financial advisor at CreativeOne Securities, LLC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at CreativeOne Securities since 2011, with prior experience at Investment Advisors Corp and SII Investments, Inc. Outside of his advisory work, he is a freelance singer and serves as a bookkeeper for Gulf Coast Custom Enclosure. CreativeOne Securities is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management, offering services including discretionary portfolio management and retirement-plan fiduciary services through a proprietary advisory platform.
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