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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alton? Claim Your ProfileAlton Meadows is a financial advisor with The Colony Group, LLC. Alton has over 25 years of experience in the financial services industry. Alton is registered as an Investment Advisor Representative in Georgia and Texas. Alton is also a Certified Financial Planner. Alton works with a variety of clients, including high-net-worth individuals, families, trusts, and businesses. Alton's areas of expertise include financial planning, investment management, retirement planning, and estate planning. Alton is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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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GA
08/01/2024 - Present
THE Colony Group, LLC (Atlanta GA)
GA
08/27/1999 - 10/19/2011
FIDELITY BROKERAGE SERVICES LLC (ATLANTA GA)
NY
06/03/1997 - 10/04/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
06/03/1997 - 10/04/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 03/05/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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