Michael
Hines

Consolidated Planning Corp

CRD#246442
Investment Advisor
in Atlanta, GA
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About this Advisor

Michael Hines is a certified financial planner whose office is in Atlanta, Georgia. Currently a registered advisor with Consolidated Planning Corp, they have gathered an impressive 43 years of experience in the financial advisory industry. Hines has a Series 63 license, designating them as a securities agent. Hines is able to work with clients in Georgia and Texas. Throughout their career, Hines has worked at Consolidated Planning Corporation, Raymond James Financial Services, Inc, Insurance - Non Variable and Raymond James Financial Services Advisors, Inc. Consolidated Planning Corp is headquartered in Atlanta, Georgia. In aggregate, Consolidated Planning Corp manages $508 million in assets across 747 client accounts and retains 15 staff members. The firm's total assets under management places it among the bigger financial advisory firms in the nation. The firm manages 733 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 19% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Consolidated Planning Corp provides financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

43 years

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

Disclosures

No

Office Location

400 Colony Square Suite 525
Atlanta, GA 30361

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Consolidated Planning Corp Brokerage Details

Total Assets Under Management

$508,126,388

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

15

GA Average: 58
Total Number of Accounts

747

GA Average: 1,608
Average Account Size

$680,223

GA Average: $2,220,225

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Investment Advisory Services

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

Michael Hines Work History

Michael has 43 years of experience.

2009 - Present (10 years)

Raymond James Financial Services Advisors, Inc

2007 - Present (12 years)

Consolidated Planning Corporation

2005 - Present (14 years)

Insurance - Non Variable

1975 - Present (44 years)

Raymond James Financial Services, Inc

Disclosures

Michael Hines has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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