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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Peter Routhier is a financial advisor with The Colony Group, LLC. John has been in the financial services industry since 2009 and has a broad range of experience in financial planning, investment management, and retirement planning. John has worked with a variety of clients, including individuals, families, and businesses. John is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
MA
06/03/2024 - Present
THE Colony Group, LLC (North Andover MA)
MA
07/19/2019 - 10/21/2022
TRIAD ADVISORS LLC (Braintree MA)
MA
01/05/2017 - 07/19/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (BOSTON MA)
MA
04/14/2015 - 01/03/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BURLINGTON MA)
MA
07/27/2011 - 04/08/2015
WELLS FARGO FUNDS DISTRIBUTOR, LLC (BOSTON MA)
NJ
10/07/2010 - 06/01/2011
MORGAN STANLEY SMITH BARNEY (WARREN NJ)
MA
12/17/2009 - 08/09/2010
EDWARD JONES (WAREHAM MA)
BOTH
Issued 12/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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