Carolyn Flournoy has been an investment adviser representative at Financial Consultants Group since December 2024, and is not listed among the firm’s executive officers or direct owners.
Financial Consultants Group Inc is a Cumming, GA firm with $188M under management, 245 clients and 4 advisers across 3 offices, as of its July 2026 filing.
Carolyn Flournoy is Senior Financial Planner and Wealth Manager of Fountain Wealth Partners (Financial Consultants Group, Inc.). She has more than 20 years in the industry and prepares detailed plans for the families she works with.
Carolyn Flournoy’s longest registration was 5 years at Anthony Smith Advisors, Inc. (2013–2019). Before joining Financial Consultants Group in 2024, Carolyn Flournoy was registered through Investment Planning Advisors and Patton Albertson Miller Group, LLC.
- – present · 1 yearCumming, GA · Adviser representative · Firm CRD 108062
- Investment Planning Advisors– · 2 yearsCumming, GA · Adviser representative · Firm CRD 299212
- Patton Albertson Miller Group, LLC– · 2 yearsAtlanta, GA · Adviser representative · Firm CRD 281558
- Anthony Smith Advisors, Inc.– · 5 yearsAtlanta, GA · Adviser representative · Firm CRD 125730
Professional designations
Listed by Financial Consultants Group
- CFP®
Investment adviser representative registrations
Carolyn Flournoy is registered as an investment adviser representative in Georgia, since December 2024.
- GeorgiaSince 5 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 June 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Carolyn Louise Flournoy
- CRD
- 6146227
- Firm
- Financial Consultants Group · CRD 108062
- Office
- 1080 SANDERS ROAD, SUITE 300, Cumming, GA 30041
- Registration
- Investment adviser registration
- In the industry since
- November 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- foryourfuture.net
Where does Carolyn Flournoy work?
Carolyn Flournoy is an investment adviser representative registered through Financial Consultants Group Inc since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Carolyn Flournoy a financial advisor?
Yes. Carolyn Flournoy has a current investment-adviser registration in Georgia, through Financial Consultants Group since December 2024.
How many years of experience does Carolyn Flournoy have?
Carolyn Flournoy has 12 years in the financial industry, since November 2013, across 4 adviser firms.
What exams has Carolyn Flournoy passed?
Carolyn Flournoy passed the Series 65 in June 2012.
Where did Carolyn Flournoy work before Financial Consultants Group?
Before Financial Consultants Group, Carolyn Flournoy was registered through Investment Planning Advisors, January 2022 to May 2024; Patton Albertson Miller Group, LLC, April 2019 to January 2022; Anthony Smith Advisors, Inc., April 2013 to April 2019.
Where is Carolyn Flournoy based?
Carolyn Flournoy’s registered office is in Cumming, GA.
Is Carolyn Flournoy registered with FINRA?
No. Carolyn Flournoy has no current broker registration.
Is Carolyn Flournoy a CFP?
Financial Consultants Group lists Carolyn Flournoy with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Carolyn Flournoy’s record?
Search CRD 6146227 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Carolyn Flournoy’s full registration record.
