Carolyn
Flournoy
Investment Planning Advisors
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About this Advisor
Carolyn Flournoy is a certified financial planner working in Cumming, Georgia with 1 year of industry experience. Flournoy works at Investment Planning Advisors. Over the course of their career, Flournoy has held roles at Anthony Smith Advisors, Inc, Patton Albertson Miller Group, LLC and Investment Planning Advisors. Flournoy maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Georgia. Investment Planning Advisors is a financial advisory firm that has its headquarters in Cumming, GA. The company has a total of seven advisors. It controls $198 million in assets under management across its 1,810 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 1,810 accounts, just 4% are held by high-net-worth investors who have greater than $1 million in investable assets. The business provides a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management usually are based on which services the firm provides the client. However, fees billed by Investment Planning Advisors can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Investment Planning Advisors Brokerage Details
$198,058,000
7
1,810
$109,424
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Carolyn Flournoy Work History
Carolyn has been registered as a financial advisor for 1 years.*
Investment Planning Advisors
Patton Albertson Miller Group, LLC
Anthony Smith Advisors, Inc
Anthony Smith Advisors, 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 Carolyn Flournoy 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 Investment Planning Advisors
Cumming, GA
Cumming, GA
Cumming, GA
Cumming, GA
Oakwood, 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.
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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.
