Greer, SC Office
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CreativeOne Securities, LLC
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About
CreativeOne Securities, LLC is a multi-advisor registered investment adviser that serves individuals (including high‑net‑worth clients), retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, consulting, discretionary and non‑discretionary portfolio management, retirement‑plan fiduciary services (including ERISA 3(21) and 3(38) services), and access to third‑party manager programs and a proprietary advisory platform.
C1S combines project‑based planning and on‑going asset management, using fundamental and cyclical security analysis, model asset allocations available through its CreativeOne Wealth platform, and referrals to external money managers. Clients can accept and implement planning recommendations with the custodian of their choice in many cases, while managed accounts are reviewed periodically and rebalanced to align with stated objectives.
Distinctive features include that C1S also operates as a FINRA‑registered broker‑dealer and that many representatives are licensed insurance agents, which the firm discloses creates conflicts of interest and which it mitigates through documented best‑interest reviews and supervisory sign‑off for fixed‑index annuity recommendations. The firm is affiliated with Creative One Marketing Corporation and CreativeOne Wealth, LLC, offers affiliated platform and model services, and discloses revenue‑sharing and certain custodial fee mark‑ups that may influence recommendations.
Based on CreativeOne Securities, LLC
Expertise
Based on CreativeOne Securities, LLC
Location
408 West Poinsett Street
Greer SC 29650
Advisors at this office
2
Advisors at this office
Eric S
CFP®, Series 66
Greer, SC
CreativeOne Securities, LLC
Eric Steele is a CFP® with 27 years of industry experience, currently serving as an advisor at CreativeOne Securities, LLC. His prior experience includes roles at LPL Financial, Raymond James Financial, and Truist Investment Services. Outside of his advisory work, he is the owner of Upstate Wealth Management LLC, which offers life insurance and annuity products. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities with financial planning, portfolio management, and retirement-plan fiduciary services. The firm combines project-based planning and ongoing asset management through fundamental and cyclical security analysis, proprietary model allocations, and access to external money managers.
Thomas P
Series 66
Greer, SC
CreativeOne Securities, LLC
Thomas Plemmons is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Upstate Wealth Management since 2016 and serves as Vice President of Financial Services at Owens Insurance. Plemmons is also a board member of the Greater Inman Chamber of Commerce. 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 financial planning with ongoing asset management, offering a range of services including discretionary portfolio management and retirement-plan fiduciary services.
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