Geri
Lanning

Consolidated Planning Corporation

CRD#7070409
Investment Advisor
in Woodstock, GA

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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

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

3201 S. Cherokee Lane Suite 340
Woodstock, GA 30188-7050

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Consolidated Planning Corporation Brokerage Details

Total Assets Under Management

$1,575,607,175

GA Average: $3,570,121,308
Total Number of Employees

37

GA Average: 58
Total Number of Accounts

3,204

GA Average: 1,608
Average Account Size

$491,763

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Geri Lanning Work History

2022 - Present (3 years)

Consolidated Planning Corporation

2019 - Present (6 years)

Raymond James Financial Services, Inc

2019 - Present (6 years)

J Thompson Ross Investments

2019 - 2019 (< 1 year)

Raymond James Financial Services, Inc

2019 - 2019 (< 1 year)

Ambfo, LLC

2019 - 2022 (3 years)

Raymond James Financial Services Advisors, Inc

2015 - 2018 (3 years)

Amb Group, LLC

2011 - 2015 (4 years)

Golf & Tennis Pro Shop, Inc

Created with Highcharts 6.0.7

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

Nicholas Hughes
Gibsonton, FL
Brooks Garrett
Atlanta, GA
Matthew Brinkley
Atlanta, GA
Kyleigh Cobett
Saint Petersburg, FL
Toni Perez
Atlanta, GA
Zachary Harris
Atlanta, GA
Gregory Phillips
Atlanta, GA
Varun Marneni
Atlanta, 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.

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