Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geri? Claim Your ProfileGeri Lynn Lanning is an Investment Advisor Representative with Consolidated Planning Corp. located in Woodstock, GA. Geri has been in the financial industry since April 2019 and has been with Consolidated Planning Corp. since October 2022. Geri is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7TO, Series 66 and SIE licenses. Geri's current employment is with Consolidated Planning Corp. but she has previously worked with RAYMOND JAMES FINANCIAL SERVICES, INC., AMBFO, LLC, AMB GROUP, LLC, GOLF & TENNIS PRO SHOP, INC., RAYMOND JAMES FINANCIAL SERVICES, INC., RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC., and JThompsonRoss Investments. Geri is registered in Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Montana, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin. Geri is a specialist in providing financial advice to individuals and families. Geri's areas of expertise include: financial planning, retirement planning, college savings, and estate planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Third-party advisory fees
1
2
GA
11/08/2022 - Present
Consolidated Planning Corp. (Woodstock GA)
BOTH
Issued 05/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Geri Lanning is the right advisor for you? Invested Better is here to help.
