Michael
Mccool
Consolidated Planning Corporation
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About this Advisor
Michael Mccool is a certified financial planner who works in Atlanta, Georgia who has 16 years of industry experience. Mccool is an employee of Consolidated Planning Corporation. Throughout their career, they have worked at Raymond James Financial Services, Consolidated Planning Corp and Raymond James Financial Services Advisors Inc. Mccool has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Georgia. Consolidated Planning Corporation is a registered investment business headquartered in Atlanta, GA. The company has offices in four locations and a total of 31 advisors. It oversees $2 billion in total assets among its 2,935 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 12 charitable organizations. Of its 2,935 customer accounts, 38% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically depend on which services the firm provides the client. Fee types billed by Consolidated Planning Corporation can be comprised of any combination 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
Michael Mccool Work History
Michael has been registered as a financial advisor for 16 years.*
Raymond James Financial Services Advisors Inc
Consolidated Planning Corp
Raymond James Financial Services
Consolidated Planning Corp
*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 Michael Mccool 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
Woodstock, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Virginia Beach, VA
Woodstock, GA
Atlanta, GA
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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.