Unclaimed Profile

Alan Dalton Thomson

RESOURCE PLANNING GROUP, LTD.·ATLANTA, Georgia

Series 7, Series 63, Series 65Clean record23 years registeredRESOURCE PLANNING GROUP, LTD.

10 GLENLAKE PARKWAY, ATLANTA, GA 30328CRD# 3020755Firm CRD# 111524

Profile Verification

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

Identity

Alan Dalton Thomson · ATLANTA, GA

Registration

CRD #3020755 · RESOURCE PLANNING GROUP, LTD. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RESOURCE PLANNING GROUP, LTD.

MERCER GLOBAL ADVISORS INC.

Dec 2022 – May 2025

Atlanta, GA

RESOURCE PLANNING GROUP, LTD.

Oct 2017 – Sep 2023

ATLANTA, GA

CENTURION ADVISORY GROUP, INC

Sep 2016 – Jan 2017

Duluth, GA

TERRA FIRMA FINANCIAL LLC

Jan 2013 – Dec 2019

ALPHARETTA, GA

TERRA FIRMA FINANCIAL LLC

May 2010 – Dec 2010

JOHNS CREEK, GA

THE DANIEL FINANCIAL GROUP

Mar 2009 – Jan 2010

LILBURN, GA

MERCER ADVISORS

Dec 2007 – Jun 2008

ATLANTA, GA

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Mar 2005 – Aug 2007

ALPHARETTA, GA

BLUE RONALD & CO LLC

Mar 2003 – Mar 2005

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · March 28, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RESOURCE PLANNING GROUP, LTD.

CRD 111524 · SEC 801-43321

AUM

$279M

Regulatory assets under management

Employees

978 client accounts

Services offered by RESOURCE PLANNING GROUP, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RESOURCE PLANNING GROUP, LTD. →

Introduction

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Frequently Asked Questions

What services does Alan Dalton Thomson offer?

Alan Dalton Thomson specializes in Financial Planning, Investment Management, Wealth Management.

What are Alan Dalton Thomson's credentials?

Alan Dalton Thomson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alan Dalton Thomson located?

Alan Dalton Thomson is based in ATLANTA, Georgia, last registered with RESOURCE PLANNING GROUP, LTD..

How does Alan Dalton Thomson charge for services?

Alan Dalton Thomson'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 PLANNING GROUP, LTD.?

RESOURCE PLANNING GROUP, LTD. has approximately 7 employees and manages $279M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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