Unclaimed Profile

Alexis Irene Cole

CONSOLIDATED CAPITAL MANAGEMENT, LLC·BURBANK, California

SIE, Series 7, Series 66CFPClean record21 years registeredCONSOLIDATED CAPITAL MANAGEMENT, LLC

2520 WEST OLIVE AVENUE, BURBANK, CA 91505CRD# 4794870Firm CRD# 130734

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alexis Irene Cole · BURBANK, CA

Registration

CRD #4794870 · CONSOLIDATED CAPITAL MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

CALIFORNIA CAPITAL MANAGEMENT

Jun 2014 – present

LPL FINANCIAL LLC

Nov 2013 – Nov 2014

NORTH HOLLYWOOD, CA

AMERIPRISE FINANCIAL SERVICES, INC.

Sep 2013 – Nov 2013

TORRANCE, CA

LPL FINANCIAL LLC

Jan 2005 – Oct 2011

NORTH HOLLYWOOD, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 18, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONSOLIDATED CAPITAL MANAGEMENT, LLC

CRD 130734 · SEC 801-76714

AUM

$300M

Regulatory assets under management

Employees

978 client accounts

Services offered by CONSOLIDATED CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CONSOLIDATED CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Alexis Irene Cole offer?

Alexis Irene Cole specializes in Financial Planning, Investment Management. Contact their office in BURBANK, California for a consultation.

What are Alexis Irene Cole's credentials?

Alexis Irene Cole holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Alexis Irene Cole located?

Alexis Irene Cole is based in BURBANK, California, working with CONSOLIDATED CAPITAL MANAGEMENT, LLC. Their office serves clients in the BURBANK metropolitan area and surrounding communities.

How does Alexis Irene Cole charge for services?

Alexis Irene Cole's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONSOLIDATED CAPITAL MANAGEMENT, LLC?

CONSOLIDATED CAPITAL MANAGEMENT, LLC has approximately 10 employees and manages $300M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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