Consolidated Planning Corporation
Consolidated Planning Corporation (CRD# 111025) is a financial advisory firm headquartered in Atlanta, GA. They manage $1,586,570,445 in 2,935 accounts and serve the financial needs of clients across 26 states (or territories).
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Total Assets Under Management1,587MILLION
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Total Number of Accounts2,935ACCOUNTS
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Average Account Value$540,569
- 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, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI
Axel Bellars (CRD# 6882122) is an Investment Advisor Representative working at Consolidated Planning Corporation in Virginia Beach, VA and has over 5 years of experience in the finance industry.
Claudia Bellars (CRD# 2210945) is an Investment Advisor Representative working at Consolidated Planning Corporation in Virginia Beach, VA and has over 31 years of experience in the finance industry.
Timothy Bellars (CRD# 1787215) is an Investment Advisor Representative working at Consolidated Planning Corporation in Virginia Beach, VA and has over 35 years of experience in the finance industry.
Matthew Brinkley (CRD# 4297932) is an Investment Advisor Representative working at Consolidated Planning Corporation in Atlanta, GA and has over 16 years of experience in the finance industry.
Blake Flood (CRD# 2485222) is an Investment Advisor Representative working at Consolidated Planning Corporation in Atlanta, GA and has over 29 years of experience in the finance industry.
Adele Gipson (CRD# 5175273) is an Investment Advisor Representative working at Consolidated Planning Corporation in Atlanta, GA and has over 17 years of experience in the finance industry.
Brad Harris (CRD# 4492677) is an Investment Advisor Representative working at Consolidated Planning Corporation in Atlanta, GA and has over 22 years of experience in the finance industry.
Patricia Hayton (CRD# 3161358) is an Investment Advisor Representative working at Consolidated Planning Corporation in Woodstock, GA and has over 22 years of experience in the finance industry.
Michael Hines (CRD# 246442) is an Investment Advisor Representative working at Consolidated Planning Corporation in Atlanta, GA and has over 42 years of experience in the finance industry.
David Hunter (CRD# 5308154) is an Investment Advisor Representative working at Consolidated Planning Corporation in Atlanta, GA and has over 16 years of experience in the finance industry.