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Daren Meliton Sexton

Consolidated Planning Corp.

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About Daren Meliton Sexton

Daren Meliton Sexton is an active investment advisor representative with Consolidated Planning Corp. Daren has been in the industry since February 26, 2009. Daren is also an active investment advisor representative and is registered with the states of Florida, Georgia, Texas, and Virginia. Daren is a registered representative with FINRA and holds the Series 7 and Series 66 licenses. Daren works out of the Woodstock, GA office of Consolidated Planning Corp. Daren has been with Consolidated Planning Corp. since November 2022 and has experience working with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, J Thompson Ross Investments, and Raymond James Financial Services, Inc.

Firm Information

Daren Sexton is currently registered with Consolidated Planning Corp.. Consolidated Planning Corp. is an investment advisory firm based in Atlanta, GA with approximately $1 billion to $10 billion in assets under management. The firm serves individuals, corporations, charitable organizations, and high-net-worth individuals. Consolidated Planning Corp. provides a range of services including financial planning, portfolio management, and selection of other advisors. The firm also participates in wrap fee programs.
Consolidated Planning Corp.

1475 PEACHTREE ST. NE

ATLANTA, GA 30309

$1.58B

Assets Under Management

7

Total Clients

22

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third-party advisory fees

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Daren Sexton’s Registration & Firm History

GA

11/09/2022 - Present

Consolidated Planning Corp. (Woodstock GA)

GA

03/08/2010 - 08/07/2018

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WOODSTOCK GA)

GA

10/22/2008 - 10/30/2009

COLONIAL BROKERAGE, INC. (DUNWOODY GA)

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Licenses & Designations

BOTH

Issued 11/20/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daren Meliton Sexton.
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