Unclaimed Profile

Amy L Davis

RESOURCE CONSULTING GROUP INC·ORLANDO, Florida

Clean recordRESOURCE 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Amy L Davis is a registered financial advisor based in ORLANDO, Florida, affiliated with RESOURCE CONSULTING GROUP INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

RESOURCE CONSULTING GROUP INC

RESOURCE CONSULTING GROUP

AUM

$2.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at RESOURCE CONSULTING GROUP INC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4991069

Firm CRD# 105720

View on FINRA BrokerCheck →

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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.

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