Carolyn Louise Flournoy
Investment adviser representative at Financial Consultants Group Inc
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$188.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Financial Consultants Group, Inc.Jun 2024 to now
- Investment Planning AdvisorsJan 2022 to Apr 2024
- Patton Albertson Miller Group, LLCApr 2019 to Dec 2021
- Anthony Smith Advisors, Inc.Aug 2014 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (GA).
Financial Consultants Group Inc
$188.2MAssets managed
245Clients
6Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6146227
- Firm CRD
- 108062