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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Thomas Gray is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Port Orange, FL. Colin has been in the financial services industry since 2011. Colin is registered with FINRA as a registered representative and an investment advisor representative. Colin holds licenses in Florida, Maryland, New York, and Wisconsin. Colin also has a Series 7, Series 66, and SIE licenses. Colin is an independent insurance agent for various insurance companies and an advisory representative of Cambridge Investment Research Advisors, Inc. Colin has experience working with individuals, high-net-worth individuals, corporations, and non-profit organizations. Colin provides financial planning, investment management, and retirement planning services.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
04/20/2018 - Present
Cambridge Investment Research Advisors, Inc. (Port Orange FL)
FL
11/29/2017 - 04/25/2018
LPL FINANCIAL LLC (PORT ORANGE FL)
FL
10/25/2011 - 11/29/2017
NATIONAL PLANNING CORPORATION (ORMOND BEACH FL)
BOTH
Issued 12/02/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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