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Chfc® Bob Holmes Clu®

Financial Representative at Consolidated Planning

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Email Email: b****@cplanning.com

phone noPhone Number: (***)-***-****

Many people will admit that they are not as organized as they should be about their future. Often times this is the result of too many distractions in their life. I help people take the...

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CONSOLIDATED PLANNING

CONSOLIDATED PLANNING

  • description Description
    Consolidated Planning was born out of frustration with the financial planning industry and its failure to deliver real solutions. We implement a protection first philosophy that challenges th...

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  • Employees count Employees 201-500
  • Revenue Revenue 100 Million to 250 Million
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Consolidated Planning Org Chart and Mapping

Employees

Paul Mitchell

Financial Representative

Noah Southern

New Business Support Specialist

Nicole Pilo

Financial Professional

Adam Youngman

Investment Adviser Representative

John Rosser

Investment Advisor Representative of Park Avenue Securities

Becky Thompson

Managing Director & Director of Talent Acquisition

Frequently Asked Questions Regarding Chfc® Bob Holmes Clu®

Answer: Chfc® Bob Holmes Clu® works for Consolidated Planning as Financial Representative

Answer: Chfc® Bob Holmes Clu®’s role in Consolidated Planning is Financial Representative

Answer: Chfc® Bob Holmes Clu®'s email address is b***@gmail.com

Answer: Chfc® Bob Holmes Clu®'s business email address is b****@cplanning.com

Answer: Chfc® Bob Holmes Clu®’s direct phone number is (***)-***-****

Answer: Chfc® Bob Holmes Clu® works in the industry of: Financial Services

Answer: Chfc® Bob Holmes Clu® is the current Financial Representative at Consolidated Planning.... Read More

Answer: Chfc® Bob Holmes Clu® works Consolidated Planning located at 1208 VFW Pkwy Ste 300, Charlotte, North Carolina, 02132, United States

Answer: Consolidated Planning's Financial Representative is Chfc® Bob Holmes Clu®

Answer: Chfc® Bob Holmes Clu® contact details:

  • Phone number  :  (***)-***-****
  • Email  :  b****@cplanning.com

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