Geri
Lanning
Consolidated Planning Corporation
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About this Advisor
Geri Lanning is a financial advisor based in Woodstock, Georgia, working with Consolidated Planning Corporation. Geri has previously held positions 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. Geri has passed the Series 66 regulatory exam and is registered to provide services in Florida, Georgia, Texas, and Virginia. Currently, Geri is part of Consolidated Planning Corporation, which operates out of Woodstock, 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
Geri Lanning Work History
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
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
Atlanta, GA
Atlanta, GA
Gibsonton, FL
Saint Petersburg, 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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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.
