Michael DavisCRD Number: 1846863
Current Firm: Resource Consulting Group
Michael Davis (CRD# 1846863) is an Investment Advisor Representative working at Resource Consulting Group in Orlando, FL and has 1 year of experience in the finance industry. Michael Davis 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.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Resource Consulting Group||Orlando, FL||Apr 2015 - Current||2|
|Resource Consulting Group||Orlando, FL||Apr 1988 - Apr 2015||27|
Total Assets Under Management1,302MILLIONS
Total Number of Accounts1,823ACCOUNTS
Average Account Value$714,433
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
CA, FL, GA, NC, NY, TX, VA