Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Elizabeth Welborn is an investment advisor representative at The Colony Group, LLC. Margaret has been in the financial services industry for over 14 years and is licensed to provide investment advice in Massachusetts. Margaret previously worked at GW & WADE ASSET MANAGEMENT COMPANY, LLC. Margaret holds a Series 66, Series 7, and SIE license.
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
03/06/2024 - Present
THE Colony Group, LLC (Wellesley MA)
MA
11/15/2011 - 12/05/2023
GW & WADE ASSET MANAGEMENT COMPANY, LLC (WELLESLEY MA)
BOTH
Issued 02/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Margaret Welborn is the right advisor for you? Invested Better is here to help.
