Geri Lanning, financial advisor Woodstock GA

Geri Lanning

CRD Number: 7070409
Current Firm: Consolidated Planning Corporation

Geri Lanning (CRD# 7070409) is an Investment Advisor Representative working at Consolidated Planning Corporation in Woodstock, GA and has over 3 years of experience in the finance industry. Geri Lanning 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.

Similar Advisors
Robby Schultz, CFP®, ChFC®, CPWA®, financial advisor Woodstock GA
Robby Schultz, CFP®, ChFC®, CPWA®
CRD# 5338514
Rollins Financial Advisors, LLC
Similar Advisors
Ashley Abate, financial advisor Woodstock GA
Ashley F. Abate
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Ashley Abbott, financial advisor Woodstock GA
Ashley G. Abbott
CRD# 5147159
Raymond James & Associates, Inc.
Professional Designations
Company Name Location Dates Years
Consolidated Planning Corporation Woodstock, GA Nov 2022 - Current < 1
Raymond James Financial Services, Inc. Woodstock, GA Apr 2019 - Current 3
J Thompson Ross Investments Woodstock, GA Feb 2019 - Current 3
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
Contact Info for Geri L. Lanning
Phone Number: 404-879-3000
Registered State(s):
  • FL
  • GA
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    1,228
    MILLIONS
  • Total Number of Accounts
    2,669
    ACCOUNTS
  • Average Account Value
    $460,172
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

AL, AZ, CA, CO, DC, FL, GA, IL, LA, MA, MI, NC, OH, SC, TN, TX, VA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.