Joellene Aylor, financial advisor Orlando FL

Joellene Aylor

CRD Number: 6998333
Current Firm: Resource Consulting Group

Joellene Aylor (CRD# 6998333) is an Investment Advisor Representative working at Resource Consulting Group in Orlando, FL and has 1 year of experience in the finance industry. Joellene Aylor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Resource Consulting Group Orlando, FL May 2015 - Current 6
Resource Consulting Group Orlando, FL Sep 2007 - May 2015 7

Joellene Aylor has no recent exams reported.
Contact Info for Joellene R. Aylor
Phone Number: 407-422-0252
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    2,193
    MILLIONS
  • Total Number of Accounts
    2,475
    ACCOUNTS
  • Average Account Value
    $886,231
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, FL, GA, MA, NC, NY, TX

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