Consolidated Planning Corporation | Raymond James | Atlanta, GA

Resources at Your Fingertips

Our commitment to providing you with careful and objective advice can only come from our commitment to staying on top of industry best practices and market conditions. We have consistently held this view over our firm’s 40 years of service, allowing our breadth of expertise to run deep. Therefore, we are ready for your unique crossroads as soon as they arise.

 

We invite you to look through our variety of current information below we thought you might find of interest.

 

CPC Videos

JULY 21, 2017

Quarter 3 2017 Commentary:

The Department of Labor's Fiduciary Rule

with Michael L. Hines, CFP® and Varun K. Marneni, CFP®

MARCH 9, 2017

Quarter 1 2017 Commentary Part 1:

The Retail Investor vs. the Institutional Approach

with Michael L. Hines, CFP® and David G. Hunter, CFA®, CAIA

NOVEMBER 21, 2016

Quarter 4 2016 Commentary:

The Implications of Trump's Fiscal Agenda

with Adele Gipson, CFA®, CFP®, CPA

MARCH 9, 2017

Quarter 1 2017 Commentary Part 2:

Behavioral Biases and the Retail Investor

with Michael L. Hines, CFP® and David G. Hunter, CFA®, CAIA

 

CPC Quarterly Newsletters

MAY 2017

Summer 2017 Team Updates

PDF

Investor Access

Securities offered through

Raymond James Financial Services, Inc.,

400 Colony Square, Suite 525  //  Atlanta, GA 30361

T: 404.892.1995  //  F: 404.892.1970

 

Consolidated Planning Corporation through FINRA's BrokerCheck.

* The information contained in this conference call does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of the speaker and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Diversification does not ensure a profit or guarantee against a loss. Keep in mind that there is no assurance that any strategy will ultimately be successful or profitable nor protect against a loss. Investments mentioned may not be suitable for all investors. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance does not guarantee future results. Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation.  Prior to making an investment decision, please consult with your financial advisor about your individual situation.

 

Raymond James is not affiliated with and does not endorse the opinions of any inbound callers or guest speakers.

 

Winner’s Circle, a Barron’s research organization, produced the rankings based on data provided by over 4,000 individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. Among the factors considered for the rankings are assets under management, revenue that the advisors generate for their firms and the quality of their practices. Data points that relate to quality of practice include length of service, designations held, services beyond investments offered including estates and trusts, and an evaluation of each advisor’s regulatory record etc. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.  The FT 400 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM). The FT then invited a list of just under 1,000 advisors to complete a survey used to obtain more information on the advisors practices. 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, experience, industry certifications and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant’s score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that’s roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT is not affiliated with Raymond James.  Forbes' Top 200 Wealth Advisors' ranking based on a minimum of seven years experience and a quantitative and qualitative algorithm designed by SHOOK Research weighing factors such as revenue trends, assets under management, compliance records, industry experience and best practices.  This award is bestowed by an independent third party organization not affiliated with Raymond James.

 

Consolidated Planning Corporation is independent of Raymond James. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Consolidated Planning Corporation | Raymond James | Mike Hines | Atlanta, GA
Consolidated Planning Corporation through FINRA's BrokerCheck.