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.

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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
  • Total Number of Accounts
  • Average Account Value
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


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