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Michael Joseph McCool

Consolidated Planning Corp.

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About Michael Joseph McCool

Michael McCool is a financial advisor with Consolidated Planning Corp. located in Atlanta, GA. Michael has been in the financial industry since June 20, 2001. Michael holds licenses to provide investment advice in Georgia, Texas and other states. Michael is a Certified Financial Planner and is committed to providing financial planning services to individuals, corporations and charitable organizations.

Firm Information

Michael McCool 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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Michael McCool’s Registration & Firm History

GA

09/19/2024 - Present

Consolidated Planning Corp. (ATLANTA GA)

GA

06/21/2001 - 05/18/2007

CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)

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Licenses & Designations

IA

Issued 07/11/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/27/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 06/20/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Joseph McCool.
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