Wealth Management Resources, Inc.
Wealth Management Resources, Inc. (CRD# 45452) is a financial advisory firm headquartered in Smithfield, RI. They manage $339,336,377 in 1,450 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management339MILLION
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Total Number of Accounts1,450ACCOUNTS
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Average Account Value$234,025
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
CT, FL, MA, NC, NH, NY, RI, TX, VT
Arthur Everly (CRD# 708891) is an Investment Advisor Representative working at Wealth Management Resources, Inc. in Smithfield, RI and has over 43 years of experience in the finance industry.
Scott Everly (CRD# 6488691) is an Investment Advisor Representative working at Wealth Management Resources, Inc. in Smithfield, RI and has over 8 years of experience in the finance industry.
Kevin Worthley (CRD# 4089865) is an Investment Advisor Representative working at Wealth Management Resources, Inc. in Smithfield, RI and has over 24 years of experience in the finance industry.
Todd Casazza (CRD# 4425018) is an Investment Advisor Representative working at Wealth Management Resources, Inc. in Smithfield, RI and has over 17 years of experience in the finance industry.
Patrick Diamond (CRD# 6533658) is an Investment Advisor Representative working at Wealth Management Resources, Inc. in Smithfield, RI and has over 3 years of experience in the finance industry.
Jeremy Lawton (CRD# 7275985) is an Investment Advisor Representative working at Wealth Management Resources, Inc. in Smithfield, RI and has 1 year of experience in the finance industry.