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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Mayfield is an active investment advisor representative with The Colony Group, LLC. Brian has been in the financial services industry for over 17 years. Brian is licensed in Kansas and Massachusetts and holds several securities licenses including Series 6, 7, 24, 51, 63 and 66. Brian has worked previously with American Century Investment Services Inc., Fidelity Investments Institutional Services Company, Inc., and Chase Investment Services Corp.
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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2
KS
07/16/2024 - Present
THE Colony Group, LLC (OLATHE KS)
MO
02/03/2016 - 05/01/2024
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
TX
08/18/2008 - 01/11/2016
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
01/12/2007 - 08/04/2008
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
BOTH
Issued 07/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2012
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/18/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/11/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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