Stratton and Company- Financial Advisor Ponte Vedra Beach, FL

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About Stratton and Company

We're pleased to introduce your Retirement Team at Stratton and Company, where we help people just like you live out their dream retirement beginning with the Financial Clarity Process.

Since 2001, we've helped hundreds of clients do just that. Our clients are living proof that you can enjoy a worry-free retirement - no matter what the markets, and life, may bring.

We want to do the same for you.

See Disclosures

General Information

Firm CRD#

281213

Name of Broker/Dealer

CREATIVEONE WEALTH, LLC

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors

Advisory Services Provided

Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals

Compliance

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Firm Information

Advisor's Number of Clients

1000

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

1000

Assets Managed by Advisor

$600M

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets

Fee % Based on Assets

.97%

Education

Master of Theology - Theology

Pensacola Bible Institute
1998 -2002

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893190/paladinregistry-Stratton-and-Company-detailed-disclosure.html

Disclaimer

Stratton & Company provides investment advisory services, insurance and annuities, and tax forecasting, and its representatives do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. By contacting us you may be offered a meeting to discuss how our services can meet your retirement needs. Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Stratton & Company are unaffiliated entities.

Paladin Advisors

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Stratton and Company