Geri Lanning (CRD# 7070409) is an Investment Advisor Representative working at Consolidated Planning Corporation in Woodstock, GA and has over 5 years of experience in the finance industry. Geri Lanning has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 5016374
Ubs Financial Services Inc.
CRD# 1742325
Edward Jones
CRD# 5828415
Ajax Capital Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Consolidated Planning Corporation | Woodstock, GA | Oct 2022 - Current | 2 |
| Raymond James Financial Services, Inc. | Woodstock, GA | Apr 2019 - Current | 5 |
| J Hompsonross Investments | Woodstock, GA | Feb 2019 - Current | 5 |
| Raymond James Financial Services Advisors, Inc. | Woodstock, GA | May 2019 - Nov 2022 | 3 |
| Raymond James Financial Services, Inc. | Woodstock, GA | Feb 2019 - Apr 2019 | < 1 |
| Ambfo, LLC | Atlanta, GA | Jan 2019 - Feb 2019 | < 1 |
| Amb Group, LLC | Atlanta, GA | Nov 2015 - Dec 2018 | 3 |
| Golf & Tennis Pro Shop, Inc. | Roswell, GA | Nov 2011 - Nov 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- FL
- GA
- TX
- VA
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Total Assets Under Management1,576MILLIONS
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Total Number of Accounts3,204ACCOUNTS
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Average Account Value$491,763
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MT, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI
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