Consolidated Planning Corp
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About this Advisor
Michael Mccool is a certified financial planner whose office is in Atlanta, Georgia. Currently a registered investment advisor at Consolidated Planning Corp, Mccool has 11 years of experience in the financial advisory industry. Mccool has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Mccool is able to act as a financial advisor in Georgia. During their career, Mccool has held roles at Raymond James Financial Services, Consolidated Planning Corp and Raymond James Financial Services Advisors, Inc. Consolidated Planning Corp is located in Atlanta, Georgia. Overall, Consolidated Planning Corp oversees $508 million in assets dispersed across 747 accounts and retains 15 staff members. The level of assets currently under the firm's management places it among the larger investment advisory firms in the United States. The firm manages 733 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 19% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Consolidated Planning Corp can offer 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
Years of Experience
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Consolidated Planning Corp Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michael Mccool Work History
Michael has 11 years of experience.
Consolidated Planning Corp
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services
Michael Mccool has no disclosures.
Please visit their SEC profile for more details.