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).

By the Numbers
  • Total Assets Under Management
    1,587
    MILLION
  • Total Number of Accounts
    2,935
    ACCOUNTS
  • Average Account Value
    $540,569
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Consolidated Planning Corporation
Showing 1 - 10 of 20 top financial advisors.
1
Axel J. Bellars
CRD#: 6882122
4429 Bonney Road, Suite 530, Virginia Beach, VA 23462

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.

2
Claudia P. Bellars
CRD#: 2210945
4429 Bonney Road, Suite 530, Virginia Beach, VA 23462

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. Claudia Bellars 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.

3
Timothy J. Bellars
CRD#: 1787215
4429 Bonney Road, Suite 530, Virginia Beach, VA 23462

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.

4
Matthew T. Brinkley
CRD#: 4297932
1475 Peachtree St. Ne, Suite 750, Atlanta, GA 30309

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.

5
Blake A. Flood
CRD#: 2485222
1475 Peachtree St. Ne, Suite 750, Atlanta, GA 30309

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. Blake Flood 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.

6
Adele V. Gipson
CRD#: 5175273
1475 Peachtree St. Ne, Suite 750, Atlanta, GA 30309

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. Adele Gipson 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.

7
Brad A. Harris
CRD#: 4492677
1475 Peachtree St. Ne, Suite 750, Atlanta, GA 30309

Brad Harris (CRD# 4492677) is an Investment Advisor Representative working at Consolidated Planning Corporation in Atlanta, GA and has over 21 years of experience in the finance industry.

8
Patricia A. Hayton
CRD#: 3161358
1475 Peachtree St. Ne, Suite 750, Atlanta, GA 30309

Patricia Hayton (CRD# 3161358) is an Investment Advisor Representative working at Consolidated Planning Corporation in Atlanta, GA and has over 22 years of experience in the finance industry.

9
Michael L. Hines
CRD#: 246442
1475 Peachtree St. Ne, Suite 750, Atlanta, GA 30309

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. Michael Hines 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.

10
David G. Hunter
CRD#: 5308154
1475 Peachtree St. Ne, Suite 750, Atlanta, GA 30309

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.

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