Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Holton is a financial advisor who is registered with The Colony Group, LLC. Christopher is a CERTIFIED FINANCIAL PLANNER™ professional. Christopher has been in the financial services industry since 2006. Christopher Holton has been associated with THE Colony Group, LLC since 2015. Christopher Holton is based in Boston, MA and holds registrations in Massachusetts.
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
05/25/2016 - Present
THE Colony Group, LLC (Boston MA)
IL
07/24/2006 - 01/02/2013
MERCER ALLIED COMPANY, L.P. (LAKE FOREST IL)
BOTH
Issued 01/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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