Joshua
Andrews
Resource Consulting Group
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About this Advisor
Joshua Andrews is a certified financial planner who works in Orlando, Florida with a total of 5 years of relevant experience. Andrews is on the advisory team at Resource Consulting Group. Over the course of their career, Andrews has held roles at Cnl Securities Corp, Grandview Financial Group, LLC (Cetera Advisors), Sterne Agee And Leach Group, National Center For Pain Management And Research, Capital City Banc Investment, Sdr Engineering, Fsu and Resource Consulting Group. Andrews has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Florida and Texas. Resource Consulting Group is a financial advisory company that has its headquarters in Orlando, FL. It manages $2 billion in total assets among its 2,792 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves seven charities and foundations. Of its 2,792 accounts, 67% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules usually depend on which services the firm provides the client. Fee types billed by Resource Consulting Group likely consist of some blend 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
Joshua Andrews Work History
Joshua has been registered as a financial advisor for 5 years.*
Resource Consulting Group
Cnl Securities Corp
Grandview Financial Group, LLC (Cetera Advisors)
Sterne Agee And Leach Group
National Center For Pain Management And Research
Capital City Banc Investment
Sdr Engineering
Fsu
*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 Joshua Andrews 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.
