Resource Consulting Group
Resource Consulting Group (CRD# 105720) is a financial advisory firm headquartered in Orlando, FL. They manage $2,316,717,571 in 2,792 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management2,317MILLION
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Total Number of Accounts2,792ACCOUNTS
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Average Account Value$829,770
- 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
CA, FL, GA, MA, NC, TX, VA, WA
Joshua Andrews (CRD# 6449836) is an Investment Advisor Representative working at Resource Consulting Group in Orlando, FL and has over 6 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.
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.
Gregg Biro (CRD# 4932666) is an Investment Advisor Representative working at Resource Consulting Group in Orlando, FL and has over 18 years of experience in the finance industry.
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.
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.
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.
Jacob Land (CRD# 6252113) is an Investment Advisor Representative working at Resource Consulting Group in Orlando, FL and has over 7 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.
Stephen Mackall (CRD# 4097281) is an Investment Advisor Representative working at Resource Consulting Group in Orlando, FL and has over 23 years of experience in the finance industry.
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.
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.