Matthew
Brinkley
Consolidated Planning Corporation
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About this Advisor
Matthew Brinkley is a financial advisor who works in Atlanta, Georgia who has 5 years of industry experience. Brinkley works at Consolidated Planning Corporation. The advisor has gained experience at Wachovia Bank, N.A, Wells Fargo Advisors LLC, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Tsd Advisors, LLC Dba The Avenue Wealth Management Group, Consolidated Planning Corp and Consolidated Planning Corporation. Brinkley holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Georgia. Consolidated Planning Corporation is a firm that has its headquarters in Atlanta, GA. The investment advisory business has offices in four locations and a total of 31 employees. It manages $2 billion in assets among its 2,935 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 12 charities and foundations. Of its 2,935 customer accounts, 38% are held by high-net-worth individuals who have at least $1 million in assets. The company performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely vary depending on which services are provided. Fee types charged by Consolidated Planning Corporation likely include 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
Matthew Brinkley Work History
Matthew has been registered as a financial advisor for 5 years.*
Consolidated Planning Corp
Consolidated Planning Corporation
Raymond James Financial Services,Inc
Raymond James Financial Services Advisors Inc
Tsd Advisors, LLC Dba The Avenue Wealth Management Group
Wells Fargo Advisors LLC
Wachovia Bank, N.A
*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 Matthew Brinkley 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
Woodstock, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Virginia Beach, VA
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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