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).

Current Firm Details
1475 Peachtree St. Ne, Suite 750, Atlanta, GA 30309
https://www.cpcadvisors.com
By the Numbers
  • Total Assets Under Management
    1,576
    MILLION
  • Total Number of Accounts
    3,204
    ACCOUNTS
  • Average Account Value
    $491,763
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 11 - 20 of 20 top financial advisors.
11
Varun Marneni, financial advisor Atlanta GA
Varun K. Marneni
CRD#: 5986060
1475 Peachtree St. Ne, Suite 750, Atlanta, GA 30309

Varun Marneni (CRD# 5986060) is an Investment Advisor Representative working at Consolidated Planning Corporation in Atlanta, GA and has over 9 years of experience in the finance industry.

12
Michael McCool, financial advisor Atlanta GA
Michael J. McCool
CRD#: 4408105
1475 Peachtree St. Ne, Suite 750, Atlanta, GA 30309

Michael McCool (CRD# 4408105) is an Investment Advisor Representative working at Consolidated Planning Corporation in Atlanta, GA and has over 22 years of experience in the finance industry.

13
Gregory Phillips, financial advisor Atlanta GA
Gregory P. Phillips
CRD#: 2202424
1475 Peachtree St. Ne, Suite 750, Atlanta, GA 30309

Gregory Phillips (CRD# 2202424) is an Investment Advisor Representative working at Consolidated Planning Corporation in Atlanta, GA and has over 14 years of experience in the finance industry.

14
Judy Ross, financial advisor Atlanta GA
Judy T. Ross
CRD#: 2392716
1475 Peachtree St. Ne, Suite 750, Atlanta, GA 30309

Judy Ross (CRD# 2392716) is an Investment Advisor Representative working at Consolidated Planning Corporation in Atlanta, GA and has over 30 years of experience in the finance industry.

15
Daren Sexton, financial advisor Woodstock GA
Daren M. Sexton
CRD#: 5603052
3201 S. Cherokee Lane, Suite 340, Woodstock, GA 30188

Daren Sexton (CRD# 5603052) is an Investment Advisor Representative working at Consolidated Planning Corporation in Woodstock, GA and has over 15 years of experience in the finance industry.

16
Trevor Thompson, financial advisor Atlanta GA
Trevor K. Thompson
CRD#: 4978856
1475 Peachtree St. Ne, Suite 750, Atlanta, GA 30309

Trevor Thompson (CRD# 4978856) is an Investment Advisor Representative working at Consolidated Planning Corporation in Atlanta, GA and has over 18 years of experience in the finance industry.

17
Kyleigh Cobett, financial advisor Saint Petersburg FL
Kyleigh M. Cobett
CRD#: 5841337
360 Central Avenue, Suite 800, Saint Petersburg, FL 33712

Kyleigh Cobett (CRD# 5841337) is an Investment Advisor Representative working at Consolidated Planning Corporation in Saint Petersburg, FL and has 1 year of experience in the finance industry.

18
Brooks Garrett, financial advisor Atlanta GA
Brooks T. Garrett
CRD#: 7379030
1475 Peachtree St. Ne, Suite 750, Atlanta, GA 30309

Brooks Garrett (CRD# 7379030) is an Investment Advisor Representative working at Consolidated Planning Corporation in Atlanta, GA and has 1 year of experience in the finance industry.

19
Zachary Harris, financial advisor Atlanta GA
Zachary O. Harris
CRD#: 7384594
1475 Peachtree St. Ne, Suite 750, Atlanta, GA 30309

Zachary Harris (CRD# 7384594) is an Investment Advisor Representative working at Consolidated Planning Corporation in Atlanta, GA and has over 2 years of experience in the finance industry.

20
Geri Lanning, financial advisor Woodstock GA
Geri L. Lanning
CRD#: 7070409
3201 S. Cherokee Lane, Suite 340, Woodstock, GA 30188

Geri Lanning (CRD# 7070409) is an Investment Advisor Representative working at Consolidated Planning Corporation in Woodstock, GA and has over 4 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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