Unclaimed Profile

Kimberly Ann Sterling

RESOURCE CONSULTING GROUP INC·ORLANDO, Florida

Series 65Clean record26 years registeredRESOURCE CONSULTING GROUP INC

301 E. PINE STREET, SUITE 600, ORLANDO, FL 32801CRD# 3135601Firm CRD# 105720

Profile Verification

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

Identity

Kimberly Ann Sterling · ORLANDO, FL

Registration

CRD #3135601 · RESOURCE CONSULTING GROUP INC · 26 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Jan 2024 – present

RESOURCE CONSULTING GROUP

Mar 2007 – Jan 2024

ORLANDO, FL

RESOURCE CONSULTING GROUP

Feb 2000 – Dec 2006

ORLANDO, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 1, 2000

Years registered · 26

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 Kimberly Ann Sterling offer?

Kimberly Ann Sterling specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ORLANDO, Florida for a consultation.

What are Kimberly Ann Sterling's credentials?

Kimberly Ann Sterling is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kimberly Ann Sterling located?

Kimberly Ann Sterling 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 Kimberly Ann Sterling charge for services?

Kimberly Ann Sterling'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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