Unclaimed Profile

Kimberly Ann Sterling

RESOURCE CONSULTING GROUP INC·ORLANDO, Florida

Clean recordRESOURCE 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kimberly Ann Sterling 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# 3135601

Firm CRD# 105720

View on FINRA BrokerCheck →

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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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