Geri
Lanning
Consolidated Planning Corporation
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About this Advisor
Geri Lanning is a certified financial planner based out of Woodstock, Georgia who has 1 year of industry experience. Lanning works at Consolidated Planning Corporation. Throughout their career, they have worked at Raymond James Financial Services, Inc, Ambfo, LLC, Amb Group, LLC, Golf & Tennis Pro Shop, Inc, Raymond James Financial Services Advisors, Inc, J Thompson Ross Investments and Consolidated Planning Corporation. Lanning maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Florida, Georgia, Texas and Virginia. Consolidated Planning Corporation is an advisory company operating out of Atlanta, GA. The company has offices in four locations and a total of 31 employees. It oversees $2 billion in assets under management between its 2,935 client accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 12 charitable organizations. Of its 2,935 client accounts, 38% are associated with high-net-worth investors who have at least $1 million in assets. Consolidated Planning Corporation provides 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 depend on which services the firm provides the client. Fee types charged by Consolidated Planning Corporation most likely include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Geri Lanning Work History
Geri has been registered as a financial advisor for 1 years.*
Consolidated Planning Corporation
Raymond James Financial Services, Inc
J Thompson Ross Investments
Raymond James Financial Services, Inc
Ambfo, LLC
Raymond James Financial Services Advisors, Inc
Amb Group, LLC
Golf & Tennis Pro Shop, 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 Geri Lanning 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
Woodstock, GA
Virginia Beach, VA
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.
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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.
