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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 33 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2011. Outside of his advisory role, Lance works as 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 through a network of 127 advisors. The firm combines project-based financial planning with ongoing asset management, utilizing fundamental and cyclical security analysis, model asset allocations, and referrals to external money managers.
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