Varun
Marneni
Consolidated Planning Corporation
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About this Advisor
Varun Marneni is a financial advisor operating in Atlanta, Georgia, with 8 years of industry experience. Marneni is an advisor for Consolidated Planning Corporation. Marneni has gained experience at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc and Consolidated Planning Corp. Marneni maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Georgia. Consolidated Planning Corporation is a financial advisory company operating out of Atlanta, GA. The company has offices in four locations and a total of 31 people on staff. It administers $2 billion in total assets among its 2,935 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 12 charities and foundations. Of its 2,935 client accounts, 38% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management vary depending on which services the firm provides the client. Fees charged by Consolidated Planning Corporation likely include some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Consolidated Planning Corporation Brokerage Details
$1,586,570,445
31
2,935
$540,569
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Varun Marneni Work History
Varun has been registered as a financial advisor for 8 years.*
Raymond James Financial Services Advisors Inc
Consolidated Planning Corp
Raymond James Financial Services,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 Varun Marneni 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
Gibsonton, FL
Atlanta, GA
Woodstock, GA
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Atlanta, GA
Virginia Beach, VA
Atlanta, GA
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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