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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randall? Claim Your ProfileRandall Monaghan is an investment advisor representative at The Colony Group, LLC. Randall has been in the financial services industry for over eight years, and has previously worked with Infinex Investments, Inc., Stifel, Nicolaus & Company, Incorporated, and Morgan Stanley. Randall is registered in Mississippi and holds the Series 66, Series 7, and SIE licenses. Randall is a Certified Financial Planner. The Colony Group, LLC is a registered investment advisor that offers financial planning, portfolio management, and other services to individuals, families, businesses, and institutions.
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
MS
07/01/2024 - Present
THE Colony Group, LLC (RIDGELAND MS)
MS
04/02/2019 - 04/29/2022
INFINEX INVESTMENTS, INC. (Flowood MS)
MS
07/10/2017 - 04/12/2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED (RIDGELAND MS)
MS
07/18/2016 - 06/30/2017
MORGAN STANLEY (RIDGELAND MS)
BOTH
Issued 09/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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