Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judy? Claim Your ProfileJudy Thompson Ross is a financial advisor with Consolidated Planning Corp. with 28 years of experience in the financial industry. Judy has expertise in retirement, income planning, and wealth management. Judy is registered with the state of Georgia and holds various licenses and designations. Prior to joining Consolidated Planning Corp., Judy worked for Raymond James Financial Services, Inc., Raymond James Financial Services Advisors, Inc., and Wells Fargo Advisors, LLC. Judy can assist individuals, families, and businesses with their financial planning needs.
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
11/09/2022 - Present
Consolidated Planning Corp. (ATLANTA GA)
GA
03/05/2010 - 08/07/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WOODSTOCK GA)
GA
01/01/2008 - 03/08/2010
WELLS FARGO ADVISORS, LLC (CANTON GA)
GA
04/11/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CANTON GA)
NC
09/21/1993 - 08/18/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 05/06/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/28/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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