Robert
Bordett

Consolidated Planning Corp

CRD#1299486
Investment Advisor
in Atlanta, GA
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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

Series 63, Certified Financial Planner

Years of Experience

37 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

Robert Bordett Work History

Robert has 37 years of experience.

2009 - Present (10 years)

Raymond James Financial Services Advisors, Inc

2005 - Present (14 years)

Collabarative Divorce & Mediation Services

2003 - Present (16 years)

Membership Association

2003 - 2008 (5 years)

International Academy Of Collaborative Professionals

1995 - 2013 (18 years)

American Planning Group, Inc

1984 - Present (35 years)

Raymond James Financial Services, Inc

1981 - Present (38 years)

Consolidated Planning Corp

Disclosures

Robert Bordett has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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