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Manly Parks Lee Jr.

CREATIVEONE WEALTH
Birmingham, AL
·CRD# 1222337·42 years experience

Professional Summary

Manly Parks Lee Jr., who also goes by Manly Parks Lee Jr, Manly Parks Lee, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Birmingham, Alabama. Manly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Manly has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Manly Parks Lee Jr, Manly Parks Lee

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

42 years in the financial services industry

Current & Past Employments

CREATIVEONE WEALTH, LLC·CRD# 281213
RIA
2 Office Park Circle Suite 1, Birmingham, AL 35223
April 24, 2023 - Present
CONCOURSE FINANCIAL GROUP SECURITIES, INC.·CRD# 15708
RIA
Birmingham, AL
November 1, 2018 - May 15, 2023
FIRST ADVISORS CAPITAL, INC.·CRD# 149832
RIA
Birmingham, AL
May 23, 2018 - October 31, 2018
CONCOURSE FINANCIAL GROUP SECURITIES, INC.·CRD# 15708
RIA
Birmingham, AL
May 10, 2018 - May 18, 2018
CONCOURSE FINANCIAL GROUP SECURITIES, INC.·CRD# 15708
BD
Birmingham, AL
May 10, 2018 - May 15, 2023
MML INVESTORS SERVICES, LLC·CRD# 10409
RIA
Birmingham, AL
March 25, 2017 - May 10, 2018
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Birmingham, AL
March 25, 2017 - May 10, 2018
MSI FINANCIAL SERVICES, INC.·CRD# 14251
RIA
Birmingham, AL
July 15, 2002 - March 25, 2017
METROPOLITAN LIFE INSURANCE COMPANY·CRD# 4095
BD
Birmingham, AL
March 20, 1990 - July 9, 2007
MSI FINANCIAL SERVICES, INC.·CRD# 14251
BD
Birmingham, AL
March 20, 1990 - March 25, 2017
NYLIFE SECURITIES LLC·CRD# 5167
BD
New York, NY
July 11, 1985 - November 27, 1989
CONCOURSE FINANCIAL GROUP SECURITIES, INC.·CRD# 15708
BD
May 9, 1985 - June 24, 1985
GREEN HILL FINANCIAL SERVICE CORPORATION·CRD# 4882
BD
July 11, 1984 - May 14, 1985
CADARET, GRANT & CO., INC.·CRD# 10641
BD
January 25, 1984 - July 12, 1984

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Current Firm

CW
CREATIVEONE WEALTH, LLC

C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC

CRD#: 281213 / SEC#: 801-106677
RIA
Registered Investment Advisory firm - SEC (9/25/2015 Approved)

Contact Information

Main Address

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211

Phone Number

(913) 402-7897

# of Employees

222

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CREATIVEONE WEALTH FORM ADV PART 2A_2026.03.31 (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

35,425

AUM (Assets Under Management)

$6,251,683,061

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) Lee & Lee Inc; Investment Related; 115 Calton Birmingham, AL 35213; fixed insurance products: life ins, dis ins, group plans, LTC, fixed annuities; Owner; Start Date 01/1980; 50 hrs/mo; 50 hrs/mo 2.)Red Mountain Financial; Investment Related; 2 Office Park Circle, Suite 1, Birmingham, AL 35223; Insurance and Investments; Start Date 12/1980 (Insurance)(20 hours per month; Start Date 05/2019 (Investments)(1 hour per month); Sales and service of insurance and investment products. 3.) Ann and Parks Lee IRA, LLC; Non-Investment Related; P.O. Box 530826, Birmingham AL 35253; IRA; Registered Agent; 04/2009; 1 hour per month with that 1 hour occurring during trading hours; Real estate and other investments suitable for an IRA. 4.) MBPC, LLC a.ka. Mountain Brook Pops Club; Non-Investment Related; 3513 Old Leeds Crest, Birmingham AL 35213; Charitable Organization; Board Member; 01/1990; 1 hr/mo; 1 hr/mo; Board member. 5.) Easy DI; Non-Investment Related; 2 Office Park Circle, Ste 1, Birmingham, AL 35223; Insurance; Insurance Agent; 03/2018; 40 hrs/mo; 20 hrs/mo; Market disability insurance products. 6.) LTC Options; Non-Investment Related; 2 Office Park Circle, Ste 1, Birmingham, AL 35223; Insurance; Insurance Broker; 05/2022; 10 hrs/mo; 0 hrs/mo; Marketing of Long-Term Care insurance via the Internet. 7.)Medicare Supplement Insurance; Non-investment related; 2 Office Park Circle, Ste 1, Birmingham, AL 35223; Insurance; Referring Broker; 05/2022; 2 hrs/mo; 2 hrs/mo; Introduce prospects to a Medicare Specialist and receive commissions on any business that may be placed based on that introduction/referral.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CREATIVEONE WEALTH, LLC

C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC

CRD#: 281213 / SEC#: 801-106677
RIA
Registered Investment Advisory firm - SEC (9/25/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Alabama
(4/24/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2009About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1986About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 1984About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Nov 1984About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Manly Parks Lee Jr.'s CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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ML
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