Resource Consulting Group

Resource Consulting Group (CRD# 105720) is a financial advisory firm headquartered in Orlando, FL. They manage $1,756,686,019 in 2,190 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,757
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, NC, NY, TX

Financial Advisors at Resource Consulting Group
Showing 11 - 15 of 15 top financial advisors.
11
Michael T. Masur
CRD#: 5111459
Orlando, FL 32801

Michael Masur (CRD# 5111459) is an Investment Advisor Representative working at Resource Consulting Group in Orlando, FL and has 1 year of experience in the finance industry. Michael Masur 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.

12
Linda E. Palonen
CRD#: 5705367
Orlando, FL 32801

Linda Palonen (CRD# 5705367) is an Investment Advisor Representative working at Resource Consulting Group in Orlando, FL and has 1 year of experience in the finance industry. Linda Palonen 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.

13
Ernest E. Phillips
CRD#: 4017247
Orlando, FL 32801

Ernest Phillips (CRD# 4017247) is an Investment Advisor Representative working at Resource Consulting Group in Orlando, FL and has 1 year of experience in the finance industry. Ernest Phillips 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.

14
Nicole R. Regilio
CRD#: 5473403
Orlando, FL 32801

Nicole Regilio (CRD# 5473403) is an Investment Advisor Representative working at Resource Consulting Group in Orlando, FL and has 1 year of experience in the finance industry. Nicole Regilio 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.

15
Kimberly A. Sterling
CRD#: 3135601
Orlando, FL 32801

Kimberly Sterling (CRD# 3135601) is an Investment Advisor Representative working at Resource Consulting Group in Orlando, FL and has over 20 years of experience in the finance industry. Kimberly Sterling 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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