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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alison? Claim Your ProfileAlison Lynch is an investment advisor representative associated with The Colony Group, LLC, which is located in Boston, MA, with a branch office in Clayton, MO. Alison has been in the industry since June 1993 and has experience with a range of firms including BWTP/ MASON ROAD WEALTH ADVISOR, CLARITY FINANCIAL PLANNERS, and BUCKINGHAM STRATEGIC WEALTH, LLC. Alison is registered in Missouri and has passed the Series 65 exam. The Colony Group is a large firm with over $50 billion in assets under management. They provide a range of services to individuals, families, businesses, and institutions, including financial planning, investment management, and family office services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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MA
07/01/2024 - Present
THE Colony Group, LLC (BOSTON MA)
IA
Issued 06/19/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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