Consolidated Planning Corp
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About this Advisor
Robert Bordett is a certified financial planner whose office is in Atlanta, Georgia. Currently a registered advisor with Consolidated Planning Corp, Bordett has an impressive 37 years of professional experience as a financial advisor. Bordett maintains a Series 63 license, qualifying the advisor as a securities broker. Bordett is registered to act as an advisor in Georgia. During their career, Bordett has held roles at Membership Association, Consolidated Planning Corp, Raymond James Financial Services, Inc, American Planning Group, Inc, Collabarative Divorce & Mediation Services, International Academy Of Collaborative Professionals and Raymond James Financial Services Advisors, Inc. Consolidated Planning Corp is headquartered in Atlanta, Georgia. In total, Consolidated Planning Corp oversees $508 million in assets dispersed across 747 client accounts and retains 15 staff members. The firm's total assets under management makes it one of the larger financial advisory firms in the United States. The firm manages 733 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 19% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Consolidated Planning Corp offers financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm may charge clients 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
Robert Bordett Work History
Robert has 37 years of experience.
Raymond James Financial Services Advisors, Inc
Collabarative Divorce & Mediation Services
Raymond James Financial Services, Inc
Consolidated Planning Corp
International Academy Of Collaborative Professionals
American Planning Group, Inc
Robert Bordett has no disclosures.
Please visit their SEC profile for more details.