Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Caron is a financial advisor who is registered with the state of Georgia. Nicole has been working in the financial services industry since 2018. Currently, Nicole is employed by The Colony Group, LLC and has also held positions at Mercer Advisors, Atlanta Financial Associates, and Gratus Capital, LLC. Nicole is a Certified Financial Planner. Nicole specializes in providing financial advice and investment services to a variety of clients, including individuals, families, businesses, and charitable organizations. The Colony Group, LLC is a firm with over $50 billion in assets under management and offers a wide range of financial services.
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
GA
08/05/2024 - Present
THE Colony Group, LLC (Atlanta GA)
Active
Inactive
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