Amy
Davis
Resource Consulting Group
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About this Advisor
Amy Davis is a certified financial planner operating out of Orlando, Florida with 8 years of relevant experience. Davis is an employee of Resource Consulting Group. Throughout their career, they have worked at Resource Consulting Group and Genspring Family Offices, LLC. Davis is approved to advise clients in Florida and Texas. Resource Consulting Group is a firm that has its headquarters in Orlando, FL. It handles $2 billion in assets under management across its 2,792 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises seven charitable organizations. Of its 2,792 client accounts, 67% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The company has a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees typically depend on which services the firm provides the client. Fee types charged by Resource Consulting Group can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Resource Consulting Group Brokerage Details
$2,316,717,571
22
2,792
$829,770
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Amy Davis Work History
Amy has been registered as a financial advisor for 8 years.*
Resource Consulting Group
Genspring Family Offices, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Amy Davis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Resource Consulting Group
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
