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).

By the Numbers
  • Total Assets Under Management
    113
    MILLION
  • Total Number of Accounts
    715
    ACCOUNTS
  • Average Account Value
    $157,477
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CT, FL, MA, NH, RI, TX

Financial Advisors at Diversified Resources, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Karen J. Bacon
CRD#: 2410249
70 Jefferson Blvd., Warwick, RI 02888
96
Wealthminder
score

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.

2
George E. Wright
CRD#: 473195
70 Jefferson Blvd., Warwick, RI 02888
96
Wealthminder
score

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.

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