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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dorothy? Claim Your ProfileDorothy Marie Bourlier is a financial advisor with The Colony Group, LLC. Dorothy has over 30 years of experience in the financial services industry and holds the Series 6, 63 and 65 licenses. Dorothy specializes in financial planning, portfolio management and investment advisory services for individuals, families and businesses. Dorothy is a Certified Financial Planner™ professional and is committed to providing her clients with personalized financial advice and guidance.
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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FL
07/11/2024 - Present
THE Colony Group, LLC (INDIAN HARBOUR BEACH FL)
GA
12/06/1988 - 02/16/1996
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 03/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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