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Varun Kalyan Marneni

Consolidated Planning Corp.

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About Varun Kalyan Marneni

Varun Kalyan Marneni is an investment advisor representative with Consolidated Planning Corp. located in Atlanta, GA. Varun is licensed in 40 states and has been in the industry since 2011. He has a Series 7, Series 24, and Series 66 license. His area of specialization includes financial planning, portfolio management for individuals and selection of other advisors. Varun also works with CPC Partners which provides operational and non-investment advisory services to advisors affiliated with CPC Advisors.

Firm Information

Varun Marneni 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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Varun Marneni’s Registration & Firm History

GA

09/19/2024 - Present

Consolidated Planning Corp. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 08/11/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/12/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Varun Kalyan Marneni.
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