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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam P. Barclay is a registered investment advisor representative with The Colony Group, LLC. William P. Barclay is currently registered in Arizona. William P. Barclay has been in the industry since 2014 and is licensed to provide financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. The Colony Group, LLC is headquartered in Boston, Massachusetts, and has a branch office in Scottsdale, Arizona.
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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AZ
05/29/2024 - Present
THE Colony Group, LLC (Scottsdale Road AZ)
IA
Issued 12/31/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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