Margarette Felicia Craig

Employer firm

Creativeone Wealth, LLC CRD 281213

$6.25B regulatory AUM 62 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2004 → Present
  Legacy Financial Advisors, Llc
  Greenville, SC
• 10/2019 → 04/2022
  New York Life Insurance Co.
  Greenville, SC
• 10/2019 → 04/2022
  Nylife Securities Llc
  Greenville, SC
• 04/2021 → 10/2021
  Reveal Wealth
  Greenville, SC
• 05/2022 → 02/2024
  Mml Investors Services, Llc
  Greenville, SC
• 05/2022 → 02/2024
  Massmutual Life Insurance Company
  Greenville, SC
• 08/2024 → Present
  Creativeone Wealth, Llc
  Overland Park, KS

Other Businesses

1) NAME: THE LEGACY GROUP/ LEGACY FINANCIAL ADVISORS,LLC INV REL: Y ADDR: 1200 WOODRUFF RD BLDG A-3, GREENVILLE SC 29607 NATURE: LIFE INSURANCE, ANNUITIES & SECURITIES POSITION: INVESTMENT ADVISOR REPRESENTATIVE START: 08/2004, OWNER OF THE COMPANY, NO HRS/MO: 75 NO HRS/MO DUR TRADING: 25 DUTIES: LIFE, FIXED ANNUITIES, AND SECURITIES

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-05
• S63 Uniform Securities Agent State Law Examination
  2020-10-17

Other Names

• Felicia Douglas
• Felicia Littlejohn