Best Investors Account Sign in
Inactive

Charlotte Ivins Valentino

Creative Planning

Knoxville, TN

Overland Park, KS

Claim This Profile
Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-12-18
TX RA APPROVED 2025-12-16
  • TN RA
    APPROVED
    Since 2025-12-18
  • TX RA
    APPROVED
    Since 2025-12-16

Branch Locations

3834 Sutherland Ave., Knoxville, TN 37919 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Advisor Networks Llc El Segundo CA 03/2008 12/2025
Sageview Advisory Group, Llc Newport Beach CA 08/2022 12/2025
Sageview Advisory Group, Llc Newport Beach CA 03/2008 08/2022
Cetera Wealth Services, Llc El Segundo CA 08/2011 12/2025
Creative Planning, Llc Knoxville TN 12/2025 Present
  • 03/2008 → 12/2025
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 08/2022 → 12/2025
    Sageview Advisory Group, Llc
    Newport Beach, CA
  • 03/2008 → 08/2022
    Sageview Advisory Group, Llc
    Newport Beach, CA
  • 08/2011 → 12/2025
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 12/2025 → Present
    Creative Planning, Llc
    Knoxville, TN
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-09-27
  • S63 Uniform Securities Agent State Law Examination
    2017-09-27
Designations
Other Names
  • Charlotte Ivins
  • Charlotte Valentino

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
RAYMOND JAMES & ASSOCIATES, INC.
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
PFS INVESTMENTS INC.
SAGESPRING WEALTH PARTNERS

Other Investors

WILLIAM HANKINS
JAMES COFFEY
GARY J MORRIS
WILLIAM MICHAEL HOTZFIELD
HUNTER NICHOLSON
ROBERT SASS
JONATHAN LOVE
HUNTER ROCK

Other Offices

STRATEGIC ADVISERS LLC · KNOXVILLE, TN
RAYMOND JAMES & ASSOCIATES, INC. · KNOXVILLE, TN
EDWARD JONES · FARRAGUT, TN
FIFTH THIRD SECURITIES, INC. · KNOXVILLE, TN
STATE FARM INVESTMENT MANAGEMENT CORP. · Farragut, TN
TRUIST ADVISORY SERVICES, INC. · KNOXVILLE, TN
PFS INVESTMENTS INC. · KNOXVILLE, TN
EDWARD JONES · KNOXVILLE, TN

More in Knoxville, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor