Brad
Harris
Consolidated Planning Corporation
Answer a few questions and
get matched with an advisor.
About this Advisor
Brad Harris is a financial advisor who works in Atlanta, Georgia with a total of 1 year of relevant experience. Harris is an employee of Consolidated Planning Corporation. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Bah Enterprises, Inc, Consolidated Planning Corporation, Bellars Harris Wealth Management and Bellars Harris Wealth Management, LLC. Harris has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida, Georgia, Texas and Virginia. Consolidated Planning Corporation is a financial advisory company operating out of Atlanta, GA. The investment advisory business has offices in four locations and a total of 31 advisors. It administers $2 billion in assets under management between its 2,935 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 12 charitable organizations. Of its 2,935 customer accounts, 38% belong to high-net-worth investors who have at least $1 million in investable assets. The company offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules largely vary depending on which services the firm provides the client. However, fee types charged by Consolidated Planning Corporation most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Consolidated Planning Corporation Brokerage Details
$1,586,570,445
31
2,935
$540,569
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brad Harris Work History
Brad has been registered as a financial advisor for 1 years.*
Consolidated Planning Corporation
Raymond James Financial Services, Inc
Bah Enterprises, Inc
Bellars Harris Wealth Management
Bellars Harris Wealth Management, LLC
Bah Enterprises, Inc
Raymond James Financial Services Advisors, Inc
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brad Harris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Consolidated Planning Corporation
Gibsonton, FL
Atlanta, GA
Atlanta, GA
Woodstock, GA
Atlanta, GA
Virginia Beach, VA
Woodstock, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
