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Carolyn Louise Flournoy

Investment Adviser Representative at Financial Consultants Group Inc

Cumming, GACRD #6146227Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Carolyn Louise Flournoy is an investment adviser representative with Financial Consultants Group Inc in Cumming, GA, where they have been registered since 2024. They have worked in the securities industry since 2013 and have been registered with 4 firms, including Investment Planning Advisors and Patton Albertson Miller Group, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Georgia.

Office

1080 Sanders Road, Suite 300
Cumming, GA 30041

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Georgia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/27/2012

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Financial Consultants Group IncCurrent
12/5/2024 – Cumming, GA
Investment Planning Advisors
1/19/2022 – 5/3/2024Cumming, GA
Patton Albertson Miller Group, LLC
4/5/2019 – 1/5/2022Atlanta, GA
Anthony Smith Advisors, Inc.
4/11/2013 – 4/5/2019Atlanta, GA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Patton Albertson Miller Group, LLC
    Apr 2019 – Dec 2021Atlanta, GA
  2. Anthony Smith Advisors, Inc.
    Aug 2014 – Mar 2019Atlanta, GA
  3. Investment Planning Advisors
    Jan 2022 – Apr 2024Cumming, GA
  4. Financial Consultants Group, Inc.
    Jun 2024 – no end date reportedCumming, GA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Financial Consultants Group Inc

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm's annual rate schedule by assets
  • First $1,000,0001.00%
  • Next $1,000,0000.90%
  • Next $1,000,0000.80%
  • Next $2,000,0000.65%

+1 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small Businesses

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
6
Offices listed on AdvisorFinder:
2
Main office:
Cumming, GA
SEC file number:
801-123013

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 22, 2026

View full firm profile

Other advisors at Financial Consultants Group Inc

5 other advisors in the directory

View Financial Consultants Group Inc firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Carolyn Louise Flournoy has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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