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Kyleigh Michelle Cobett

Consolidated Planning Corp.

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About Kyleigh Michelle Cobett

Kyleigh Cobett is a financial advisor registered with Consolidated Planning Corp. in Atlanta, GA. Kyleigh Cobett is also registered as an Investment Advisor Representative in Florida, Texas and Virginia. Kyleigh Cobett has been in the financial industry since 2018 and has a Series 66, Series 7TO and SIE licenses. Kyleigh Cobett focuses on providing financial planning and portfolio management services for individuals and businesses.

Firm Information

Kyleigh Cobett 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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Kyleigh Cobett’s Registration & Firm History

GA

01/16/2024 - Present

Consolidated Planning Corp. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 02/01/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/13/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/29/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyleigh Michelle Cobett.
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