LB
Lorraine G. Bishop
CREATIVEONE WEALTH
Pasadena, CA
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CRD#: 4307527
LB
Professional summary
Lorraine Gail Bishop, who also goes by Lorraine Gail Abell, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Pasadena, California.
Lorraine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Lorraine has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lorraine Gail Abell
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 THE OTHER BUSINESS: BISHOP AND BISHOP
INVESTMENT-RELATED: NO
ADDRESS OF THE OTHER BUSINESS: 161 SEQUOIA DR., PASADENA, CA 91105
YOUR POSITION OR TITLE: PARTNER
NATURE OF THE OTHER BUSINESS: LEGAL
START DATE: 02/12/1983
APPROXIMATE NUMBER OF HOURS/MONTH: 20
APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS: 5
BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: CLIENT CONTACT, LEGAL REVIEW, ESTATE PLANNING LEGAL PRACTICE
COMPENSATION: YES
NAME OF THE OTHER BUSINESS: INSURANCE
INVESTMENT-RELATED: YES
ADDRESS OF THE OTHER BUSINESS: 161 SEQUOIA DR., PASADENA, CA 91105
YOUR POSITION OR TITLE: INSURANCE AGENT
NATURE OF THE OTHER BUSINESS: INSURANCE
START DATE: 08/03/2009
APPROXIMATE NUMBER OF HOURS/MONTH: 40
APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS: 40
BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: SALES OF FIXED, INDEX, LIFE, HEALTH, P&C INSURANCE PRODUCTS
COMPENSATION: YES
NAME OF THE OTHER BUSINESS: CHANGEPATH, LLC
INVESTMENT-RELATED: YES
ADDRESS OF THE OTHER BUSINESS: 161 SEQUOIA DR., PASADENA, CA 91105
YOUR POSITION OR TITLE: INVESTMENT ADVISOR
NATURE OF THE OTHER BUSINESS: INVESTMENT RELATED
START DATE: 08/03/2009
APPROXIMATE NUMBER OF HOURS/MONTH: 180
APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS: 130
BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: MANAGE ADVISORY ACCOUNTS, PRODUCE FINANCIAL PLANS
COMPENSATION: YES
NAME OF THE OTHER BUSINESS: GLENDALE COMMUNITY COLLEGE
INVESTMENT-RELATED: NO
ADDRESS OF THE OTHER BUSINESS:
YOUR POSITION OR TITLE: ADJUNCT INSTRUCTION
NATURE OF THE OTHER BUSINESS: EDUCATION
START DATE: SEP 2004
APPROXIMATE NUMBER OF HOURS/MONTH: 14
APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS: 0
BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: TEACH 1-2 CLASSES A SEMESTER IN BUSINESS LAW OR INTERNATIONAL MARKETING.
COMPENSATION: YES
NAME OF THE OTHER BUSINESS: Abell Family Trust, Trustee
INVESTMENT-RELATED: NO
ADDRESS OF THE OTHER BUSINESS: 161 Sequoia Dr. Pasadena, CA 91105
YOUR POSITION OR TITLE: Trustee
NATURE OF THE OTHER BUSINESS:
START DATE: 2000
APPROXIMATE NUMBER OF HOURS/MONTH:7
APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS: 0
BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:
COMPENSATION: No
NAME OF THE OTHER BUSINESS:ChangePath LLC
INVESTMENT- RELATED:Yes
ADDRESS OF THE OTHER BUSINESS:Pasadena, CA 91105
YOUR POSITION OR TITLE:IAR
NATURE OF THE OTHER BUSINESS:Financial Institution
START DATE:10/28/2020
APPROXIMATE NUMBER OF HOURS/MONTH:120
APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS:120
BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Advisory Services as IAR
COMPENSATION :Yes
CRS (Client Relationship Summary) - RIA
Click below to view Lorraine Gail Bishop's 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®
NoneExperience
Current
October 28, 2020 - Present
CREATIVEONE WEALTH, LLC
RIA
CRD#: 281213
Pasadena, CA
Past
July 31, 2009 - March 4, 2025
SORRENTO PACIFIC FINANCIAL, LLC
BD
CRD#: 127787
PASADENA, CA
Past
April 3, 2007 - November 5, 2020
PARTNERVEST ADVISORY SERVICES LLC
RIA
CRD#: 113621
PASADENA, CA
Past
March 30, 2007 - July 31, 2009
PARTNERVEST SECURITIES, INC.
BD
CRD#: 104134
PASADENA, CA
Past
March 15, 2001 - March 21, 2007
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
WOODLAND HILLS, CA
Past
December 5, 2000 - March 21, 2007
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
WOODLAND HILLS, CA
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 - (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
California(10/28/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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 - (9/25/2015 Approved)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 29,437 |
| AUM (Assets Under Management) | $ 4,828,907,475 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
