Diversified Resources, LLC
Diversified Resources, LLC (CRD# 31346) is a financial advisory firm headquartered in Warwick, RI. They manage $112,596,000 in 715 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management113MILLION
Total Number of Accounts715ACCOUNTS
Average Account Value$157,477
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT, FL, MA, NH, RI, TX
Karen Bacon (CRD# 2410249) is an Investment Advisor Representative working at Diversified Resources, LLC in Warwick, RI and has over 16 years of experience in the finance industry. Karen Bacon 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.
George Wright (CRD# 473195) is an Investment Advisor Representative working at Diversified Resources, LLC in Warwick, RI and has over 34 years of experience in the finance industry.