Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mack? Claim Your ProfileMack Scott Nesbit is an investment advisor representative at The Colony Group, LLC. Mack is registered with the state of North Carolina and holds the Series 65 license. Mack has been in the industry since 2014 and has held positions with several organizations, including Davis Financial Planning, Indiana University, and Wrightsville Beach Fire Department. Mack's previous roles provide him with a strong foundation in financial services. Mack is passionate about helping individuals and families achieve their financial goals. The Colony Group is a large investment advisor with over $50 billion in assets under 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
1
2
MA
07/01/2024 - Present
THE Colony Group, LLC (BOSTON MA)
IA
Issued 07/08/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Mack Nesbit is the right advisor for you? Invested Better is here to help.
