Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mackenzie? Claim Your ProfileMackenzie Cunningham is a financial advisor with The Colony Group, LLC, a firm based in Boston, MA. Mackenzie is a Chartered Financial Analyst. Mackenzie has been in the financial industry since 2015 and has held positions with Wedbush Securities Inc., Avondale Partners, LLC, and Wiley Bros-Aintree Capital, LLC. Mackenzie is registered in Tennessee. The Colony Group, LLC, provides a variety of financial services, including financial planning, portfolio management, and educational seminars. The firm manages more than $50 billion in assets for a wide range of clients.
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
TN
05/02/2024 - Present
THE Colony Group, LLC (Nashville TN)
TN
11/09/2018 - 08/13/2021
WEDBUSH SECURITIES INC. (NASHVILLE TN)
TN
06/16/2016 - 11/02/2018
AVONDALE PARTNERS, LLC (NASHVILLE TN)
TN
10/13/2015 - 06/20/2016
WILEY BROS.-AINTREE CAPITAL, LLC (NASHVILLE TN)
BOTH
Issued 11/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2015
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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