Paul G. Lindsay

CREATIVEONE WEALTH

CARY, NC 27519

Some features on this profile are disabled

CRD#: 2774604

Professional summary

Paul Glynn Lindsay is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Cary, North Carolina.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Paul has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1.INDEPENDENT INSURANCE AGENT;YES;200 CORNERSTONE DRIVE STE 201 CARY, NC 27513;FIXED INSURANCE SALES;INDEPENDENT INSURANCE AGENT;1/2006;88;88;SALES OF FIXED INSURANCE PRODUCTS 2.TRIANGLE ADVISORS GROUP, INC.;YES;200 CORNERSTONE DRIVE STE 201 CARY, NC 27513;DBA;OWNER;5/2009;160;160;DBA FOR INSURANCE AND SECURITIES SALES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Glynn Lindsay's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

June 18, 2018 - Present

CREATIVEONE WEALTH, LLC

Office #1: 200 Cornerstone Drive Ste. 201, Cary, NC 27519

RIA

CRD#: 281213

CARY, NC

Past

October 1, 2009 - June 18, 2018

INTEGRITY ALLIANCE, LLC.

RIA

CRD#: 139627

CARY, NC

Past

October 1, 2009 - June 18, 2018

INTEGRITY ALLIANCE, LLC.

CRD#: 139627

CARY, NC

Past

July 29, 2008 - October 27, 2009

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

MORRISVILLE, NC

Past

July 29, 2008 - October 27, 2009

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

CARY, NC

Past

April 21, 2008 - July 30, 2008

FINANCIAL WEST GROUP

RIA

CRD#: 16668

RALEIGH, NC

Past

July 31, 2007 - July 30, 2008

FINANCIAL WEST GROUP

CRD#: 16668

RENO, NV

Past

September 8, 2005 - June 30, 2006

FIRST COMMAND BROKERAGE SERVICES, INC.

RIA

CRD#: 3641

RALEIGH, NC

Past

May 5, 2005 - September 14, 2005

FIRST COMMAND BANK

RIA

CRD#: 128851

FORT WORTH, TX

Past

August 5, 1996 - June 30, 2006

FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641

RALEIGH, NC

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(6/18/2018)

IAR

Texas
(1/13/2021)

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

IAR

Series 65

Date: 5/3/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/2/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/18/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/2/1996

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 12/13/2001

Investment Company Products/Variable Contracts Principal 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

Daniel Conklin

HUNTER STREET INVESTMENT ADVISORS LLC

IAR

Apex, NC

Daniel Braddock

ALMEGA WEALTH MANAGEMENT

IAR

Raliegh, NC

Laird Hepburn

BSG ADVISERS

IAR

Apex, NC

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Paul G. Lindsay

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Glynn Lindsay's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITY ALLIANCE, LLC.

INTEGRITY ALLIANCE, LLC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

FINANCIAL WEST GROUP

FINANCIAL WEST GROUP

FIRST COMMAND BROKERAGE SERVICES, INC.

FIRST COMMAND BANK

FIRST COMMAND BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/3/2005

Series 63

Date: 8/2/1996

SIE

Date: 6/18/2018

Series 6

Date: 8/2/1996

Series 26

Date: 12/13/2001

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