Consolidated Planning Corp

Investment Advisor
in Atlanta, GA
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 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



Office Location

400 Colony Square Suite 525
Atlanta, GA 30361

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Consolidated Planning Corp Brokerage Details

Total Assets Under Management


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


GA Average: 58
Total Number of Accounts


GA Average: 1,608
Average Account Size


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 Mccool Work History

Michael has 11 years of experience.

2011 - Present (8 years)

Consolidated Planning Corp

2007 - Present (12 years)

Raymond James Financial Services

2009 - 2012 (3 years)

Raymond James Financial Services Advisors, Inc


Michael Mccool has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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