Unclaimed Profile

Frank Matthew Garcia

RESOURCE CONSULTING GROUP INC·ORLANDO, Florida

Series 7, Series 63CFP CFAClean record10 years registeredRESOURCE CONSULTING GROUP INC

301 E. PINE STREET, SUITE 600, ORLANDO, FL 32801CRD# 5657015Firm CRD# 105720

Profile Verification

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

Identity

Frank Matthew Garcia · ORLANDO, FL

Registration

CRD #5657015 · RESOURCE CONSULTING GROUP INC · 10 years registered

Brand Profile

Not yet started

Career History

FRANKLY FINANCES

Jun 2022 – present

RESOURCE CONSULTING GROUP

Nov 2015 – Jan 2022

ORLANDO, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · November 3, 2015

Years registered · 10

Professional designations · CFP, CFA

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

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Frequently Asked Questions

What services does Frank Matthew Garcia offer?

Frank Matthew Garcia specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ORLANDO, Florida for a consultation.

What are Frank Matthew Garcia's credentials?

Frank Matthew Garcia holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Frank Matthew Garcia located?

Frank Matthew Garcia 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 Frank Matthew Garcia charge for services?

Frank Matthew Garcia'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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