Resource Consulting Group

Resource Consulting Group (CRD# 105720) is a financial advisory firm headquartered in Orlando, FL. They manage $2,030,370,126 in 2,283 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,030
    MILLION
  • Total Number of Accounts
    2,283
    ACCOUNTS
  • Average Account Value
    $889,343
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Resource Consulting Group
Showing 1 - 10 of 14 top financial advisors.
1
Joshua M. Andrews
CRD#: 6449836
301 E. Pine Street, Suite 600, Orlando, FL 32801

Joshua Andrews (CRD# 6449836) is an Investment Advisor Representative working at Resource Consulting Group in Orlando, FL and has over 3 years of experience in the finance industry. Joshua Andrews 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.

2
Joellene R. Aylor
CRD#: 6998333
301 E. Pine Street, Suite 600, Orlando, FL 32801

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.

3
Gregg A. Biro
CRD#: 4932666
301 E. Pine Street, Suite 600, Orlando, FL 32801

Gregg Biro (CRD# 4932666) is an Investment Advisor Representative working at Resource Consulting Group in Orlando, FL and has over 15 years of experience in the finance industry.

4
Natalie E. Campese
CRD#: 6897399
301 E. Pine Street, Suite 600, Orlando, FL 32801

Natalie Campese (CRD# 6897399) is an Investment Advisor Representative working at Resource Consulting Group in Orlando, FL and has 1 year of experience in the finance industry. Natalie Campese 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.

5
Amy L. Davis
CRD#: 4991069
301 E. Pine Street, Suite 600, Orlando, FL 32801

Amy Davis (CRD# 4991069) is an Investment Advisor Representative working at Resource Consulting Group in Orlando, FL and has 1 year of experience in the finance industry. Amy 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.

6
Michael H. Davis
CRD#: 1846863
301 E. Pine Street, Suite 600, Orlando, FL 32801

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.

7
Frank M. Garcia
CRD#: 5657015
301 E. Pine Street, Suite 600, Orlando, FL 32801

Frank Garcia (CRD# 5657015) is an Investment Advisor Representative working at Resource Consulting Group in Orlando, FL and has over 8 years of experience in the finance industry. Frank Garcia 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.

8
Jacob W. Land
CRD#: 6252113
301 E. Pine Street, Suite 600, Orlando, FL 32801

Jacob Land (CRD# 6252113) is an Investment Advisor Representative working at Resource Consulting Group in Orlando, FL and has over 4 years of experience in the finance industry. Jacob Land 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.

9
Stephen E. Mackall
CRD#: 4097281
301 E. Pine Street, Suite 600, Orlando, FL 32801

Stephen Mackall (CRD# 4097281) is an Investment Advisor Representative working at Resource Consulting Group in Orlando, FL and has over 20 years of experience in the finance industry.

10
Michael T. Masur
CRD#: 5111459
301 E. Pine Street, Suite 600, Orlando, FL 32801

Michael Masur (CRD# 5111459) is an Investment Advisor Representative working at Resource Consulting Group in Orlando, FL and has 1 year of experience in the finance industry. Michael Masur 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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