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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paladin Research Report For:

John Vagianos

Creative Planning

John Vagianos, a financial fiduciary has been a Paladin Registry member since 2020. John holds the Certified Financial Planner certifications. He has over 2 years of experience with Creative Planning firm. John provides financial services to clients in the Raleigh, North Carolina area.

I. Snapshot

A. Registry Member
  • Since 2020
B. Years of Experience
  • Did Not Answer
C. College Degrees
  • Did Not Provide
D. Certifications
  • CFP®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client’s wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client’s financial goals. We are our clients’ financial advocate, striving to organize and simplify life in such a way that maximizes the family’s enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client’s portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.

G. Asset Requirement
  • None

II. Contact Information

A. Key Contact
  • Did Not Answer
B. Main Location
  • ---
    Raleigh, North Carolina, 27612
C. Telephone
  • 919.628.7598

III. Internet

B. Social Connections

IV. Firm(s)

A. Name of Firm
  • Creative Planning
B. Relationship to Firm
  • Employee
C. Name of RIA
  • Did Not Answer
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • TD Ameritrade
  • Charles Schwab
  • Fidelity Investments
F. Experience with current firm
  • 2

V. Credentials

A. Years of Financial Experience
  • Did Not Answer
B. College, Degrees, Years
  • Did Not Provide
C. Current Certifications
D. Financial Industry Associations (Active Memberships)
  • Creative Planning

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • Did Not Answer
B. Type of RIA Registration
  • None
C. Industry Licenses
  • RIA/IAR Registration
D. Registration & License Numbers
  • CRD: 2594986
  • IARD: None
  • Insurance: None
E. State Licences
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
J. View our ADV(s)
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client’s wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client’s financial goals. We are our clients’ financial advocate, striving to organize and simplify life in such a way that maximizes the family’s enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client’s portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.

B. Minimum Asset Requirement
  • None
C. Number of Current Clients
  • 33085
D. Assets (Management, Advisement)
  • $49,401,035,984
E. Methods of Compensation
  • Did Not Answer
F. Methods of Communication
  • Did Not Answer
G. Types of Reports (Frequency)
  • Did Not Answer
H. Second Language(s)
  • None
I. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Did not answer
B. Types of Financial Services
  • Did Not Answer
C. Discretionary Asset Management
  • No
D. Limited Engagement Services
  • None

IX. Certification

Advisor Name
  • John Vagianos
Most Recent Update:
  • Sep 25, 2020

BASIC INFORMATION NEEDED FOR THE INQUIRY

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