Geri Lanning is a CFP-designated registered investment advisor at Cpc Advisors, LLC, based in Woodstock, GA, with 6 years of industry experience. Geri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,224 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CPC Advisors' portfolio management fees are individually tailored and do not exceed 1.75% annually. The fees depend on the complexity of the portfolio, assets managed, and other factors. Clients participating in the Ambassador Program pay a wrap fee that includes management, transaction, and custodial costs. Clients may be entitled to discounted asset-based fees if they maintain one or more eligible Related Accounts. The specific fee schedule will be outlined in the advisory agreement.
Location
3201 S. Cherokee Lane, Suite 340, Woodstock, GA, 30188-7050
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Geri works as a wealth advisor for Consolidated Planning Corporation, an independent RIA, and as an employee for JThompsonRoss Investments, assisting in advising clients. Both roles are nearly full-time.
Employment History
Current Registrations
Cpc Advisors, LLC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
State Registrations26 states
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