Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erica? Claim Your ProfileErica Bouchard is an investment advisor representative with The Colony Group, LLC. Erica has been in the industry since 2010 and is registered with the state of Missouri and Texas. Erica holds the Series 65 designation and the Certified Financial Planner designation. She is based in Clayton, Missouri, and has prior experience with Buckingham Strategic Wealth, LLC. The Colony Group, LLC is a firm with more than $50 billion in assets under management and provides financial planning, portfolio management for individuals and businesses, and other financial 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.
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
MO
07/01/2024 - Present
THE Colony Group, LLC (CLAYTON MO)
IA
Issued 05/01/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Erica Bouchard is the right advisor for you? Invested Better is here to help.
