Trevor
Thompson

Consolidated Planning Corp

CRD#4978856
Investment Advisor
in Atlanta, GA
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About this Advisor

Trevor Thompson is a certified financial planner who works out of Atlanta, Georgia, who has been in the financial industry for 12 years. Thompson is currently employed by Consolidated Planning Corp. Their career trajectory has included roles at Consolidated Planning Corp, Gv Atlanta Inc and Raymond James Financial Services, Inc. Thompson has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Georgia. Consolidated Planning Corp is a financial advisory business that has its headquarters in Atlanta, Georgia. It administers $508 million in assets across its 747 accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 747 accounts, 19% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Consolidated Planning Corp offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services are based on which services the firm provides the client. Fee types billed by Consolidated Planning Corp can be comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 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 Ste 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

Trevor Thompson Work History

Trevor has 12 years of experience.

2017 - Present (2 years)

Consolidated Planning Corp

2017 - Present (2 years)

Raymond James Financial Services, Inc

2006 - 2016 (10 years)

Gv Atlanta Inc

Disclosures

Trevor Thompson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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