Resource Advisory Services, Inc.
Resource Advisory Services, Inc. (CRD# 110671) is a financial advisory firm headquartered in Knoxville, TN. They manage $82,731,922 in 395 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management83MILLION
Total Number of Accounts395ACCOUNTS
Average Account Value$209,448
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
James Lewis (CRD# 1281128) is an Investment Advisor Representative working at Resource Advisory Services, Inc. in Knoxville, TN and has over 32 years of experience in the finance industry.
Robert Hankla (CRD# 5322558) is an Investment Advisor Representative working at Resource Advisory Services, Inc. in Knoxville, TN and has 1 year of experience in the finance industry. Robert Hankla 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.