Robert Bordett, financial advisor Atlanta GA
96 score

Robert Bordett

CRD Number: 1299486
Current Firm: Consolidated Planning Corp

Robert Bordett (CRD# 1299486) is an Investment Advisor Representative working at Consolidated Planning Corp in Atlanta, GA and has over 31 years of experience in the finance industry. Robert Bordett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. Atlanta, GA Jan 2009 - Current 7
Collabarative Divorce & Mediation Services Atlanta, GA Oct 2005 - Current 11
Membership Association Atlanta, GA Mar 2003 - Current 13
Raymond James Financial Services, Inc. Atlanta, GA Aug 1984 - Current 32
Consolidated Planning Corp Atlanta, GA Jun 1983 - Current 33
American Planning Group, Inc. Atlanta, GA Jan 1995 - May 2013 18
International Academy Of Collaborative Professionals Novato, CA Mar 2003 - Dec 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1985
Contact Info for Robert D. Bordett
Phone Number: 404-892-1995
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    383
    MILLIONS
  • Total Number of Accounts
    720
    ACCOUNTS
  • Average Account Value
    $532,214
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IL, MA, NC, OH, SC, SD, TN, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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