Unclaimed Profile

Amy L Davis

RESOURCE CONSULTING GROUP INC·ORLANDO, Florida

Clean record20 years registeredRESOURCE CONSULTING GROUP INC

301 E. PINE STREET, SUITE 600, ORLANDO, FL 32801CRD# 4991069Firm CRD# 105720

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amy L Davis · ORLANDO, FL

Registration

CRD #4991069 · RESOURCE CONSULTING GROUP INC · 20 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Jan 2024 – present

RESOURCE CONSULTING GROUP

Aug 2015 – Jan 2024

ORLANDO, FL

GENSPRING FAMILY OFFICES, LLC

Aug 2005 – Jul 2015

ORLANDO, FL

Registrations & Exams

Registration record

First registered · August 18, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RESOURCE CONSULTING GROUP INC

CRD 105720 · SEC 801-32146

AUM

$2.3B

Regulatory assets under management

Employees

2,792 client accounts

Services offered by RESOURCE CONSULTING GROUP INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RESOURCE CONSULTING GROUP INC →

Introduction

Speak with Amy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Amy is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ORLANDO?

Browse all registered financial advisors in ORLANDO, Florida or claim this profile if it's yours.

Browse ORLANDO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Amy L Davis offer?

Amy L Davis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ORLANDO, Florida for a consultation.

What are Amy L Davis's credentials?

Amy L Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy L Davis located?

Amy L Davis is based in ORLANDO, Florida, working with RESOURCE CONSULTING GROUP INC. Their office serves clients in the ORLANDO metropolitan area and surrounding communities.

How does Amy L Davis charge for services?

Amy L Davis's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RESOURCE CONSULTING GROUP INC?

RESOURCE CONSULTING GROUP INC has approximately 22 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →