LW
Lauren J. White
CREATIVEONE WEALTH
Flowood, MS 39232
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CRD#: 6585759
LW
Professional summary
Lauren Journeay White, who also goes by Lauren Randall Journeay, Lauren Journeay, Randall Journeay, Randall White, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Flowood, Mississippi.
Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Lauren has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lauren Randall Journeay | Lauren Journeay | Randall Journeay | Randall White
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.) ASB Financial Services, Inc. formerly American Seniors Benefit, Inc. (DBA); Investment Related; 1675 Lakeland Dr, Suite 309, Jackson, MS 39216, Financial Advisor, Since 2019; 100 hrs/mo all of which are during trading hours. 2.) Senior Benefit Services of MS, LLC (DBA), Investment Related, 131 Fannin Landing Cir. Brandon, MS 39047/2506 Lakeland Dr., Ste. 505 Flowood, MS 39232, Life Insurance and Annuity Sales, Insurance Agent and Owner, Since 2014; 90 hrs/mo, 70 hrs/mo all of which are during trading hours. 3.) FINRA; Investment Related; One Liberty Plaza, 165 Broadway, 27th Floor, New York, NY 10006; FINRA Dispute Resolution Services Arbitrator; Since 02/2021; Variable Hours, generally less than 8 hrs/mo all of which are during trading hours. 4.) Purse Strings; Investment Related; Libertyville, IL 60048; Purse Strings Approved Advisor; one-stop-shop to find people in different areas of finance to help them with financial needs; 05/2025; 2 hrs/mo; 2 hrs/mo; attended a class to be approved to be on their platform and pay a monthly subscription to maintain my profile. 5.) Association of Defense Communities; not investment related; 1300 Connecticut Ave NW Suite 200 Washington, DC 20036; Military community support program; Military Spouse Community Leadership Initiative Cohort; 03/2025; 4-7 hrs/mo; 1 hr/mo; part of the national dialogue about security, military family life and other topics
CRS (Client Relationship Summary) - RIA
Click below to view Lauren Journeay White'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
March 14, 2019 - Present
CREATIVEONE WEALTH, LLC
Office #1: 2506 Lakeland Drive Suite 505, Flowood, MS 39232RIA
CRD#: 281213
Flowood, MS
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
Mississippi(3/14/2019)
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.
Company Information
CREATIVEONE WEALTH, LLC
CRD#: 281213Flowood, MS 39232TRUST BUT VERIFY
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