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KARINA BRUNSON
OLGA JOY DEKHTYARENKO, JOY HARRISON, KARINA JOY HARRISON, OLGA JOY HARRISON
CRD#: 5073356
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Investment Adviser
CREATIVE PLANNINGCRD#: 105348 Rowlett, TX
Registration History
201020122014201620182020202220242026IACREATIVE PLANNING (CRD# 105348)2018 - Present (6 years)IARGT WEALTH ADVISORS (CRD# 104953)2015 - 2017 (2 years)IATOLLESON PRIVATE WEALTH MANAGEMENT (CRD# 111838)2014 - 2014 (<1 year)IAERNST & YOUNG INVESTMENT ADVIS... (CRD# 110921)2009 - 2011 (2 years)
License(s)

State Registrations

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Texas 7/31/2018

Current Registration(s)
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CREATIVE PLANNING (CRD#:105348)
Rowlett, TX
Registered with this firm since 7/31/2018

Previous Registration(s)
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03/17/2015 - 06/19/2017 RGT WEALTH ADVISORS (CRD#:104953) DALLAS, TX
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05/08/2014 - 12/03/2014 TOLLESON PRIVATE WEALTH MANAGEMENT (CRD#:111838) DALLAS, TX
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03/10/2009 - 11/22/2011 ERNST & YOUNG INVESTMENT ADVISERS LLP (CRD#:110921) DALLAS, TX
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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.