Resource Consulting Group

Resource Consulting Group (CRD# 105720) is a financial advisory firm headquartered in Orlando, FL. They manage $1,302,411,080 in 1,823 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,302
    MILLION
  • Total Number of Accounts
    1,823
    ACCOUNTS
  • Average Account Value
    $714,433
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
  • Educational seminars/workshops
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, NC, NY, TX, VA

Financial Advisors at Resource Consulting Group
Showing 1 - 10 of 10 top financial advisors.
1
Kimberly A. Sterling
CRD#: 3135601
301 E. Pine Street, Suite 600, Orlando, FL 32801
96
Wealthminder
score

Kimberly Sterling (CRD# 3135601) is an Investment Advisor Representative working at Resource Consulting Group in Orlando, FL and has over 19 years of experience in the finance industry. Kimberly Sterling 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
Gregg A. Biro
CRD#: 4932666
301 E. Pine Street, Suite 600, Orlando, FL 32801
93
Wealthminder
score

Gregg Biro (CRD# 4932666) is an Investment Advisor Representative working at Resource Consulting Group in Orlando, FL and has over 12 years of experience in the finance industry.

3
Frank M. Garcia
CRD#: 5657015
301 E. Pine Street, Suite 600, Orlando, FL 32801
93
Wealthminder
score

Frank Garcia (CRD# 5657015) is an Investment Advisor Representative working at Resource Consulting Group in Orlando, FL and has over 5 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.

4
Stephen E. Mackall
CRD#: 4097281
301 E. Pine Street, Suite 600, Orlando, FL 32801
93
Wealthminder
score

Stephen Mackall (CRD# 4097281) is an Investment Advisor Representative working at Resource Consulting Group in Orlando, FL and has over 17 years of experience in the finance industry.

5
Amy L. Davis
CRD#: 4991069
301 E. Pine Street, Suite 600, Orlando, FL 32801
90
Wealthminder
score

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
90
Wealthminder
score

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
Michael T. Masur
CRD#: 5111459
301 E. Pine Street, Suite 600, Orlando, FL 32801
90
Wealthminder
score

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.

8
Linda E. Palonen
CRD#: 5705367
301 E. Pine Street, Suite 600, Orlando, FL 32801
90
Wealthminder
score

Linda Palonen (CRD# 5705367) is an Investment Advisor Representative working at Resource Consulting Group in Orlando, FL and has 1 year of experience in the finance industry. Linda Palonen 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
Ernest E. Phillips
CRD#: 4017247
301 E. Pine Street, Suite 600, Orlando, FL 32801
90
Wealthminder
score

Ernest Phillips (CRD# 4017247) is an Investment Advisor Representative working at Resource Consulting Group in Orlando, FL and has 1 year of experience in the finance industry. Ernest Phillips 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.

10
Nicole R. Regilio
CRD#: 5473403
301 E. Pine Street, Suite 600, Orlando, FL 32801
90
Wealthminder
score

Nicole Regilio (CRD# 5473403) is an Investment Advisor Representative working at Resource Consulting Group in Orlando, FL and has 1 year of experience in the finance industry. Nicole Regilio 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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.