Adele
Gipson

Consolidated Planning Corp

CRD#5175273
Investment Advisor
in Atlanta, GA
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About this Advisor

Adele Gipson is a certified financial planner and chartered financial analyst based in Atlanta, Georgia, with 10 years of experience as a financial advisor. Gipson works at Consolidated Planning Corp. Over the course of their career, Gipson has held roles at Raymond James Financial Services, Inc, Consolidated Planning Corp, Accountg/Cpa/Tax Preparation and Insurance-Non Variable. Gipson holds a Series 63 license, which qualifies them as a securities agent, and is registered to operate in Georgia. Consolidated Planning Corp is a financial advisory business that has its headquarters in Atlanta, Georgia. It has $508 million in assets under management between its 747 accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 747 client accounts, 19% are associated with high-net-worth clients who have at least $1 million in assets. Consolidated Planning Corp offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services typically are based on which services the firm provides the client. Fees billed by Consolidated Planning Corp most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner, Chartered Financial Analyst

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

400 Colony Square Suite 525
Atlanta, GA 30361

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Consolidated Planning Corp Brokerage Details

Total Assets Under Management

$508,126,388

GA Average: $3,570,121,308
Total Number of Employees

15

GA Average: 58
Total Number of Accounts

747

GA Average: 1,608
Average Account Size

$680,223

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Adele Gipson Work History

Adele has 10 years of experience.

2010 - Present (9 years)

Insurance-Non Variable

2008 - Present (11 years)

Raymond James Financial Services, Inc

2008 - Present (11 years)

Consolidated Planning Corp

2008 - Present (11 years)

Accountg/Cpa/Tax Preparation

Disclosures

Adele Gipson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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