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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dirk? Claim Your ProfileDirk Gavin Gilliard is an Investment Advisor Representative with The Colony Group, LLC, a firm based in Boston, Massachusetts. Dirk has been in the industry for over 20 years. Dirk has experience with clients such as High Net Worth Individuals, Charitable Organizations, and Pension and Profit Sharing Plans. Dirk also has expertise in financial planning, pension consulting, and portfolio management.
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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2
CA
07/01/2024 - Present
THE Colony Group, LLC (PALO ALTO CA)
CA
07/31/2009 - 12/31/2010
SORRENTO PACIFIC FINANCIAL, LLC (GREENBRAE CA)
CA
10/07/2008 - 07/31/2009
PARTNERVEST SECURITIES, INC. (GREENBRAE CA)
CA
03/28/2006 - 10/07/2008
PRIVATE CONSULTING GROUP, INC. (LARKSPUR CA)
NE
05/16/1995 - 01/23/1996
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
05/31/1994 - 03/29/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 10/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1995
Series 31 - Futures Managed Funds Examination
Active
Inactive
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