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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cameron? Claim Your ProfileCameron Bradshaw is a financial advisor at The Colony Group, LLC, with over eight years of experience in the industry. Cameron earned the Series 7 and Series 66 licenses and has been registered with the state of Missouri since July 2024. The Colony Group, LLC is a Registered Investment Advisor (RIA) firm with offices in Boston, MA and Clayton, MO. The firm has over 765 clients and manages over $21 billion in assets. The firm provides a range of financial services, including portfolio management, financial planning, and tax preparation services. The firm is also a registered broker-dealer and offers a variety of investment products and services to their clients. Cameron is committed to providing personalized and comprehensive financial advice to help clients 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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MA
07/01/2024 - Present
THE Colony Group, LLC (BOSTON MA)
MO
08/17/2015 - 12/19/2017
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 09/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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