Amy Davis, financial advisor Orlando FL

Amy Davis

CRD Number: 4991069
Current Firm: Resource Consulting Group

Amy Davis (CRD# 4991069) is an Investment Advisor Representative working at Resource Consulting Group in Orlando, FL and has 1 year of experience in the finance industry. Amy Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Resource Consulting Group Orlando, FL Aug 2015 - Current 4
Genspring Family Offices, LLC Orlando, FL Aug 2004 - Jun 2015 10

Amy Davis has no recent exams reported.
Contact Info for Amy L. Davis
Phone Number: 407-422-0252
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,757
    MILLIONS
  • Total Number of Accounts
    2,190
    ACCOUNTS
  • Average Account Value
    $802,140
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, FL, GA, NC, NY, TX

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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