Brooks
Garrett
Consolidated Planning Corporation
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About this Advisor
Brooks Garrett is a financial advisor based in Atlanta, Georgia, working with Consolidated Planning Corporation. Brooks has previously held positions at Columbus High School, University Of Georgia, Aflac Inc, Consolidated Planning Corporation, and Raymond James Financial Services, Inc. Brooks has passed the Series 66 regulatory exam and is registered to provide services in Florida, Georgia, Texas, and Virginia. Currently, Brooks is part of Consolidated Planning Corporation, which operates out of Atlanta, Georgia. The firm has 4 offices and 37 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Consolidated Planning Corporation includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Consolidated Planning Corporation Brokerage Details
$1,575,607,175
37
3,204
$491,763
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brooks Garrett Work History
Consolidated Planning Corporation
Raymond James Financial Services, Inc
Aflac Inc
University Of Georgia
Columbus High School
Disclosures
Please visit the SEC profile of Brooks Garrett 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
Atlanta, GA
Atlanta, GA
Saint Petersburg, FL
Gibsonton, FL
Atlanta, GA
Atlanta, GA
Atlanta, GA
Woodstock, GA
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
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