Martha S. Levacy

Some features on this profile are disabled

CRD#: 1793868

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Martha Susan Levacy, who also goes by Martha Lynch Levacy, Martha Susan Lynch, was a registered financial professional .

Martha is a previously registered financial professional and started their career in finance in 1988. Martha had worked at 10 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Martha Lynch Levacy | Martha Susan Lynch

Other business activities

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.

Name of other business: Sorrento Pacific Financial BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: SALE OF FIXED, INDEX, LIFE, HEALTH, P&C INSURANCE PRODUCTS COMPENSATION: YES NAME OF THE OTHER BUSINESS:Rental Property INVESTMENT- RELATED:No ADDRESS OF THE OTHER BUSINESS:Coronado, CA 92118 YOUR POSITION OR TITLE:Owner & Landlord NATURE OF THE OTHER BUSINESS:Private Business START DATE:1/1/2008 APPROXIMATE NUMBER OF HOURS/MONTH:10 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Studio and home long term rental property COMPENSATION :Yes

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

October 27, 2020 - March 28, 2023

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

Coronado, CA

Past

July 31, 2009 - March 20, 2023

SORRENTO PACIFIC FINANCIAL, LLC

CRD#: 127787

CORONADO, CA

Past

December 5, 2006 - July 31, 2009

PARTNERVEST SECURITIES, INC.

CRD#: 104134

CORONADO, CA

Past

December 1, 2006 - November 5, 2020

PARTNERVEST ADVISORY SERVICES LLC

RIA

CRD#: 113621

CORONADO, CA

Past

April 29, 2003 - November 29, 2006

ASSOCIATED SECURITIES CORP.

RIA

CRD#: 12969

CORONADO, CA

Past

January 30, 1998 - November 29, 2006

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

RIA

CRD#: 104790

CORONADO, CA

Past

December 22, 1997 - November 29, 2006

ASSOCIATED SECURITIES CORP.

CRD#: 12969

CORONADO, CA

Past

September 17, 1990 - December 31, 1997

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

November 7, 1989 - September 24, 1990

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

IRVINE, CA

Past

November 1, 1988 - November 7, 1989

VALUE EQUITIES CORPORATION

CRD#: 13316

Past

March 4, 1988 - September 19, 1988

ASTRA FUND DISTRIBUTORS CORP.

CRD#: 6930

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".

CREATIVEONE WEALTH, LLC

CRD#: 281213 / SEC#: 801-106677

RIA

Registered Investment Advisory firm - (9/25/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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

State Security Law Exam

Series 63

Date: 12/11/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/13/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/3/1988

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CREATIVEONE WEALTH, LLC

CRD#: 281213 / SEC#: 801-106677

RIA

Registered Investment Advisory firm - (9/25/2015 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211

Mailing Address

Phone number

(913) 402-7897

Established

Firm type

Fiscal year end

# of Employees

217

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CREATIVEONE WEALTH ADV PART 2A 03.31.2025 (4/15/2025)

Regulatory assets under management

Total Number of Accounts	29,437
AUM (Assets Under Management)	$ 4,828,907,475

Red Flags

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Martha S. Levacy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

SORRENTO PACIFIC FINANCIAL, LLC

PARTNERVEST SECURITIES, INC.

PARTNERVEST ADVISORY SERVICES LLC

ASSOCIATED SECURITIES CORP.

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

ASSOCIATED SECURITIES CORP.

SUNAMERICA SECURITIES, INC.

TITAN/VALUE EQUITIES GROUP, INC.

VALUE EQUITIES CORPORATION

ASTRA FUND DISTRIBUTORS CORP.

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/11/1990

SIE

Date: 10/1/2018

Series 7

Date: 11/13/1995

Series 6

Date: 3/3/1988

Current Firm

CREATIVEONE WEALTH, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CREATIVEONE WEALTH, LLC

TRUST BUT VERIFY

Similar Advisors