Bryan C Woodell

Employer firm

Creativeone Securities, LLC CRD 152974

$2.54B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2015 → 09/2019
  Metlife Securities Inc
  Charlotte, NC
• 03/2017 → 09/2019
  Brighthouse Securities, Llc
  Charlotte, NC
• 10/2019 → 09/2021
  Penn Mutual Life Insurance Co
  Horsham, PA
• 10/2019 → 09/2021
  Hornor Townsend & Kent, Llc
  Horsham, PA
• 10/2021 → Present
  Creativeone Securities, Llc
  Leawood, KS

Previous Registrations

• 2021-01-20 → 2021-10-01
  Hornor, Townsend & Kent, Llc
  Charlotte, NC

Other Businesses

CREATIVE ONE; INVESTMENT-RELATED; 11460 TOMAHAWK CREEK PKWY, LEAWOOD, KS 66211; INDEPENDENT MARKETING ORGANIZATION; ANNUITY SALES BUSINESS CONSULTANT; BEGAN SEPT 2021; APPROXIMATELY 160 HOURS PER MONTH, WITH 140 DURING SECURITIES TRADING HOURS; WHOLESALING ANNUITIES TO FINANCIAL PROFESSIONALS.

Exams

• S66 Uniform Combined State Law Examination
  2020-12-11
• S63 Uniform Securities Agent State Law Examination
  2015-10-30

Other Names

• Bryan Carson Woodell
• Bryan C Woodell
• Carson Woodell
• Bryan C Woodell