Trevor
Thompson

Consolidated Planning Corporation

CRD#4978856
Investment Advisor
in Atlanta, GA

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About this Advisor

Trevor Thompson is a certified financial planner operating in Atlanta, Georgia with a total of 6 years of relevant experience. Thompson is currently employed by Consolidated Planning Corporation. Throughout their career, they have worked at Gv Atlanta Inc, Raymond James Financial Services, Inc and Consolidated Planning Corp. Thompson maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Georgia. Consolidated Planning Corporation is an advisory business that has its headquarters in Atlanta, GA. The firm has offices in four locations and a total of 31 people on staff. It administers $2 billion in assets under management across its 2,935 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 12 charities and foundations. Of its 2,935 customer accounts, 38% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees largely vary depending on the services. Fees charged by Consolidated Planning Corporation most likely are comprised of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 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

1475 Peachtree St. Ne Suite 750
Atlanta, GA 30309

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Consolidated Planning Corporation Brokerage Details

Total Assets Under Management

$1,586,570,445

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

31

GA Average: 58
Total Number of Accounts

2,935

GA Average: 1,608
Average Account Size

$540,569

GA Average: $2,220,225

Investment Advisory Services

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

Trevor Thompson Work History

Trevor has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Raymond James Financial Services, Inc

2017 - Present (7 years)

Consolidated Planning Corp

2006 - 2016 (10 years)

Gv Atlanta Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Trevor Thompson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Consolidated Planning Corporation

Nicholas Hughes
Gibsonton, FL
Varun Marneni
Atlanta, GA
Geri Lanning
Woodstock, GA
Zachary Harris
Atlanta, GA
David Hunter
Atlanta, GA
Axel Bellars
Virginia Beach, VA
Jonathon Rose
Atlanta, GA
Daren Sexton
Woodstock, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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