Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barnaby? Claim Your ProfileBarnaby Dexter Bullard is a financial advisor with The Colony Group, LLC. Barnaby is a Certified Financial Planner (CFP®) and holds the Series 7 and Series 63 registrations. Barnaby is currently registered as an investment advisor representative in New York and Texas. Prior to joining The Colony Group, LLC, Barnaby was with Atlas Private Wealth Management, LLC. Previously, Barnaby was associated with Bullard, McLeod & Associates, Inc. Barnaby's specializations include Financial Planning, Pension Consulting, Portfolio Management for Individuals, Portfolio Management for Businesses, and Portfolio Management for Pooled Investment Vehicles.
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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NY
06/03/2024 - Present
THE Colony Group, LLC (Albany NY)
MA
10/13/2003 - 06/30/2005
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
SC
07/26/1999 - 10/13/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BC
Issued 03/15/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/11/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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