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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Rosamond Gepp is a financial advisor with The Colony Group, LLC. Colleen has been in the financial services industry since 1985, and has worked with a variety of clients, including individuals, families, businesses, and non-profits. Colleen holds a Series 7, 63 and 65 license and is a CERTIFIED FINANCIAL PLANNER™. Colleen has experience with various financial planning and advisory services. Colleen's previous experience includes working at Mid Atlantic Capital Corporation, London Pacific Securities, Inc., Sutro & Co. Incorporated, Prudential-Bache Securities Inc., and Integrated Resources Equity Corporation.
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
1
2
CA
09/03/2024 - Present
THE Colony Group, LLC (San Diego CA)
CA
05/03/2004 - 08/31/2010
MID ATLANTIC CAPITAL CORPORATION (SAN DIEGO CA)
CA
02/02/1997 - 05/03/2004
LONDON PACIFIC SECURITIES, INC. (SACRAMENTO CA)
CA
07/12/1989 - 01/24/1997
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NY
09/22/1986 - 05/09/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
11/19/1985 - 08/11/1986
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 08/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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