Unclaimed Profile

John D. Evans

RESOURCE PLANNING GROUP, LTD.·ATLANTA, Georgia

Clean record13 years registeredRESOURCE PLANNING GROUP, LTD.

10 GLENLAKE PARKWAY, ATLANTA, GA 30328CRD# 6048501Firm CRD# 111524

Profile Verification

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

Identity

John D. Evans · ATLANTA, GA

Registration

CRD #6048501 · RESOURCE PLANNING GROUP, LTD. · 13 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Dec 2022 – present

RESOURCE PLANNING GROUP, LTD.

Sep 2012 – Sep 2023

ATLANTA, GA

Registrations & Exams

Registration record

First registered · September 26, 2012

Years registered · 13

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 John D. Evans offer?

John D. Evans specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are John D. Evans's credentials?

John D. Evans is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John D. Evans located?

John D. Evans is based in ATLANTA, Georgia, working with RESOURCE PLANNING GROUP, LTD.. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does John D. Evans charge for services?

John D. Evans'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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