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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Allen Barr is a financial advisor with The Colony Group, LLC, a firm headquartered in Boston, MA. Keith has been a financial advisor for over 30 years. He holds the Series 7, 24, and 63 securities licenses. Keith is also a Certified Financial Planner and a Chartered Financial Consultant. Keith specializes in providing financial planning, portfolio management, and insurance solutions for individuals and families, with a focus on high-net-worth individuals. Keith has experience working with clients in a variety of industries and has a strong understanding of the financial challenges faced by businesses and individuals. Keith is dedicated to providing personalized financial advice that helps his clients 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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MA
07/01/2024 - Present
THE Colony Group, LLC (BOSTON MA)
MI
12/19/2000 - 11/02/2006
FSC SECURITIES CORPORATION (ROCHESTER HILLS MI)
OH
01/09/1995 - 12/20/2000
VESTAX SECURITIES CORPORATION (HUDSON OH)
MN
07/27/1992 - 12/13/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/27/1992 - 12/13/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2001
Series 24 - General Securities Principal Examination
BC
Issued 07/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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