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JAMES HAMBLETON ARNOLD
JAMIE ARNOLD
CRD#: 1164251
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Investment Adviser
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Previous Broker
CREATIVE PLANNINGCRD#: 105348 200 Berwyn Park
920 Cassatt Road, Suite 205
Berwyn, PA 19312-1178
Registration History
198519901995200020052010201520202025IACREATIVE PLANNING (CRD# 105348)2023 - Present (1 year)BAPW CAPITAL, INC. (CRD# 43814)2012 - 2021 (9 years)BCAMBRIDGE INVESTMENT RESEARCH,... (CRD# 39543)2008 - 2012 (4 years)BCAPITAL ANALYSTS, INCORPORATED (CRD# 5478)1983 - 2007 (24 years)IAKISTLER-TIFFANY ADVISORS (CRD# 145256)2007 - 2023 (15 years)
License(s)

State Registrations

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Pennsylvania 9/7/2023

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Texas 9/7/2023

Current Registration(s)
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CREATIVE PLANNING (CRD#:105348)
200 Berwyn Park 920 Cassatt Road, Suite 205, Berwyn, PA 19312-1178
Registered with this firm since 9/7/2023

Previous Registration(s)
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12/13/2007 - 09/29/2023 KISTLER-TIFFANY ADVISORS (CRD#:145256) BERWYN, PA
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05/22/2012 - 12/31/2021 APW CAPITAL, INC. (CRD#:43814) BERWYN, PA
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01/02/2008 - 06/12/2012 CAMBRIDGE INVESTMENT RESEARCH, INC. (CRD#:39543) BERWYN, PA
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09/29/1983 - 12/31/2007 CAPITAL ANALYSTS, INCORPORATED (CRD#:5478) BERWYN, PA
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.