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Toni Marie Perez

Consolidated Planning Corp.

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About Toni Marie Perez

Toni Marie Perez is a financial advisor currently working at Consolidated Planning Corp. Toni has been in the financial industry since March 17, 2017. Toni is registered in 28 states. Toni specializes in providing financial planning services to individuals and businesses. Toni's current and previous employers include Charles Schwab & Co., Inc., Northwestern Mutual Investment Services, LLC and Consolidated Planning Corp. The firm manages assets of $1 billion - $10 billion for 7 clients. The firm's advisory services include financial planning, selection of other advisors, and portfolio management for individuals.

Firm Information

Toni Perez 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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Toni Perez’s Registration & Firm History

GA

11/09/2022 - Present

Consolidated Planning Corp. (ATLANTA GA)

GA

03/10/2017 - 09/03/2021

CHARLES SCHWAB & CO., INC. (Atlanta GA)

GA

08/03/2016 - 01/19/2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 04/15/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/07/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Toni Marie Perez.
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