Geri LanningCRD 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.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|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|
Total Assets Under Management1,228MILLIONS
Total Number of Accounts2,669ACCOUNTS
Average Account Value$460,172
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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, LA, MA, MI, NC, OH, SC, TN, TX, VA
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