Consolidated Planning Corporation
Consolidated Planning Corporation (CRD# 111025) is a financial advisory firm headquartered in Atlanta, GA. They manage $1,575,607,175 in 3,204 accounts and serve the financial needs of clients across 26 states (or territories).
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Total Assets Under Management1,576MILLION
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Total Number of Accounts3,204ACCOUNTS
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Average Account Value$491,763
- 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)
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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 32 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 17 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 30 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 Atlanta, 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 17 years of experience in the finance industry.