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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Gibbons is an investment advisor representative registered with The Colony Group, LLC. Christopher has been in the financial services industry since 2021. Christopher holds Series 66, SIE, and Series 7TO licenses. Christopher is registered with the state of Missouri. The Colony Group, LLC is headquartered in Boston, MA. It manages over $21 billion in assets. The firm specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.
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)
IL
08/07/2021 - 02/21/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FAIRVIEW HTS IL)
BOTH
Issued 11/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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