AB
Alex Bars
CREATIVE INVESTMENT GROUP
NASHVILLE, TN 37215
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CRD#: 7887247
AB
Professional summary
Alex Bars is a registered financial advisor currently at CREATIVE INVESTMENT GROUP located in Nashville, Tennessee.
Alex is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Alex has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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) 04/08/2024 - Alex Bars (no entity) - Real Estate Rental - Owner - TN 37138 - Investment related - 2 Hours per month - Start date: 03/01/2024. 2) 04/08/2024 - Creative Investment Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 3) 04/08/2024 - Alex Bars - Real Estate Rental - Owner - TN 37138 - Investment related - 1 Hour per month - Start date: 08/01/2021. 4) 04/08/2024 - Smoke Meats 64 - Business - Landlord - TN 37215 - Non investment related - 1 Hour per month - Start date: 08/01/2021. 5) 02/12/2025- Creative Investment Group- Registered Investment Advisor Hybrid- IAR- Investment Related- At Reported Business Location(s) - Start Date 02/01/2025- 40 hours per month/ 7 hours during trading - I provide investment advisory services through Creative Investment Group, an independent investment advisor firm. I started this business activity in 2/2025. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Alex Bars'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
February 3, 2025 - Present
CREATIVE INVESTMENT GROUP
Office #1: 30 Burton Hills Suite 250, Nashville, TN 37215RIA
CRD#: 334028
NASHVILLE, TN
Past
June 4, 2024 - May 12, 2025
LPL FINANCIAL LLC
RIA
CRD#: 6413
NASHVILLE, TN
Past
April 18, 2024 - July 17, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
NASHVILLE, TN
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".
CI
CREATIVE INVESTMENT GROUP
CREATIVE INVESTMENT GROUP | CREATIVE INVESTMENT GROUP LLC
CRD#: 334028 / SEC#: 801-131641
RIA
Registered Investment Advisory firm - (12/17/2024 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
Tennessee(2/3/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/18/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
CI
CREATIVE INVESTMENT GROUP
CREATIVE INVESTMENT GROUP | CREATIVE INVESTMENT GROUP LLC
CRD#: 334028 / SEC#: 801-131641
RIA
Registered Investment Advisory firm - (12/17/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
30 Burton Hills Suite 250, Nashville, TN 37215
Mailing Address
Phone number
(615) 949-9629
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 213 |
| AUM (Assets Under Management) | $ 145,840,421 |
Red Flags
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