Consolidated Planning, Inc. Information
Contact top employees from
Consolidated Planning, Inc.
Summary
Consolidated Planning, Inc. is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Charlotte, North Carolina, USA. The number of employees ranges from 25 to 100. The annual revenue of Consolidated Planning, Inc. varies between 5.0M and 25M. Total funding of the company - $350K. To connect with Consolidated Planning, Inc. employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
200-500 employees
Specialties
Financial Planning, Investments, Retirement, Life Insurance, Disability Insurance, 401(k), Income Protection, Business Owners
SIC Code
6199
DMA Code
Charlotte Metropolitan Area
Founded
1981
Estimated Annual Revenue
$5.0M - 25M
Operating Status
Independent Company
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Current employees switched from
Ex-employees switched to
Length of Employment
Employee tenure at Consolidated Planning, Inc. shows a diverse range of experience levels:
1% have been with the company for less than 1 year27% for 1–2 years5% for 3–4 years12% for 5–7 years11% for 8–10 years43% have over 11 years of service at Consolidated Planning, Inc.Ex-employees positions
In Company
In New Company
Contact top employees from
Consolidated Planning, Inc.
Colton Mendenhall
Financial Profressional
Chris Parise
Recruiting Director
Jessica Millis
Managing Director - Talent Acquisition
Leroy Pinckney
Managing Director
Toryan Smith
Financial Representative
Jeff Malone
Managing Director | Registered Representative
Percy Blackburn
Financial Advisor
Ben Cheaney
Financial Advisor
Anna Portal
Financial Representative
Sam Renken
Financial Advisor and Managing Director
Greg Kitchin
Financial Representative
Holly Curtis
Onboarding & Development Team Lead
Erin Still
Registered Representative
Carmen Kinney Smith
Regional Recruitment Director
Luke Gawronski
Financial Representative
Andrew Maxwell
Financial Advisor
Eryk Watson
Financial Professional at Consolidated Planning
Neal Brincefield
Managing Partner
Gwen Spann
Financial Representative
David Satterwhite
Financial Advisor
Viral Chokshi
Financial Advisor
Brenda Peters
Investment Advisor Representative at Park Avenue Securities
Michael Watts
Financial Advisor
Dennis Myers
Financial Advisor
Steve Martin
Experienced Financial Representative
Laura Hendricks Watkins
Assistant
Ben Snelling
Financial Specialist
Greg Morris
Multilife and Business Disability Income Specialist
Similar Companies
FAQ
Consolidated Planning, Inc. operates in the Financial Services industries. More details can be found on the official website: cplanning.com.
The headquarters of Consolidated Planning, Inc. are located in Charlotte, United States.
You can contact Consolidated Planning, Inc. by phone at (704) 552-8507.
Consolidated Planning, Inc. currently employs 200-500 people.
Consolidated Planning, Inc.'s revenue is approximately 7.6M.
