Trevor Thompson

Senior Financial Planner at CPC Consolidated Planning Corporation - Atlanta, GA, US

Trevor Thompson's Colleagues at CPC Consolidated Planning Corporation
Tiara Kincaid

Client Service Associate

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Varun Marneni

Executive Vice President

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Amy Nasir

Executive Assistant to CEO

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Amy Meeks

executive assistant to chief executive officer

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David CFA

Director of Research and Investments, CPC

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Trevor Thompson's Contact Details
HQ
404-892-1995
Location
Atlanta, Georgia, United States
Company
CPC Consolidated Planning Corporation
Trevor Thompson's Company Details
CPC Consolidated Planning Corporation logo, CPC Consolidated Planning Corporation contact details

CPC Consolidated Planning Corporation

Atlanta, GA, US • 20 - 49 Employees
Financial Services

At Consolidated Planning Corporation, we understand the unique challenges that come with managing wealth. Since 1975, we have emphasized a highly personalized and comprehensive approach to not only managing your investments but also planning to help you make the most of them. We not only take into account how your investments can be used to enhance the lives of you and your family today, but also to enhance your future and the lives of generations to come.As financial planners who have achieved a certified level of excellence and commitment to our industry and the clients we serve, we bring proven expertise to bear on every aspect of a client's wealth. And because we are dedicated to bringing greater value to the advisor-client relationship than just traditional investment management, we can help you gain a greater sense of confidence, conviction and direction regarding your family's financial future.Consolidated Planning Corporation is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Consolidated Planning Corporation. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.Raymond James financial advisors may only conduct business with residents of the statesand/or jurisdictions for which they are properly registered. Therefore, a response to arequest for information may be delayed. Please note that not all of the investments andservices mentioned are available in every state. Investors outside of the United States aresubject to securities and tax regulations within their applicable jurisdictions that are naddressed on this site. Contact your local Raymond James office for information andavailability.Please follow this link to additional disclosures: http://raymondjames.com/smicd.htmSecurities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.

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Frequently Asked Questions about Trevor Thompson
Trevor Thompson currently works for CPC Consolidated Planning Corporation.
Trevor Thompson's role at CPC Consolidated Planning Corporation is Senior Financial Planner.
Trevor Thompson's email address is ***@cpcadvisors.com. To view Trevor Thompson's full email address, please signup to ConnectPlex.
Trevor Thompson works in the Financial Services industry.
Trevor Thompson's colleagues at CPC Consolidated Planning Corporation are Tiara Kincaid, Michael McCool, Varun Marneni, Kyleigh Cobett, Amy Nasir, Amy Meeks, David CFA and others.
Trevor Thompson's phone number is 404-892-1995
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