Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
194 clients
Average Client Portfolio
$119K average
Assets Under Management
$23.0M

Fee Structure

Financial Planning:Investment management only

This firm's representatives may receive commissions from selling securities and insurance products through other companies, which could create a conflict of interest. Clients are not required to purchase these products through the firm's representatives and can choose their own providers.

Areas of Practice
Investment ManagementInsurance Planning
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Advisor Information

Office location

1208 Kimberton Road, Chester Springs, PA, 19425

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Liam is doing business as Creative Capital Wealth Management Group, dedicating nearly full-time hours during securities trading hours. He also owns DefySize Fitness and Coaching LLC, where he provides fitness and self-defense coaching, spending about 10-20% of his time.

Employment History
Current Registrations
Creative Capital Wealth Management Group
October 2024 - Present · 1 yr 3 mos
Arkadios CapitalBroker
July 2024 - Present · 1 yr 6 mos
Previous Registrations
Vanguard Marketing CorporationBroker
May 2022 - February 2024 · 1 yr 9 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Liam Mcintyre - Financial Advisor | AdvisorDiscover