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Krista Elder Pritchett

Consolidated Planning Corp.

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About Krista Elder Pritchett

Krista Elder Pritchett is an investment advisor representative at Consolidated Planning Corp. Krista has been in the financial services industry for over two years and is registered with the Financial Industry Regulatory Authority (FINRA) and the states of Florida, Georgia, Texas, and Virginia. Krista holds the Series 66, Series 7TO, and SIE exams. She is dedicated to helping clients achieve their financial goals through financial planning, portfolio management, and selection of other advisors. Krista provides services to high-net-worth individuals, corporations and other businesses, and charitable organizations.

Firm Information

Krista Pritchett 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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Krista Pritchett’s Registration & Firm History

GA

07/16/2024 - Present

Consolidated Planning Corp. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 05/08/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/03/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/26/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Krista Elder Pritchett.
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