Financial Resource Management, Inc.

Financial Resource Management, Inc. (CRD# 148305) is a financial advisory firm headquartered in Memphis, TN. They manage $60,507,348 in 501 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    501
    ACCOUNTS
  • Average Account Value
    $120,773
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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.

AR, FL, GA, LA, MS, TN, TX

Financial Advisors at Financial Resource Management, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
James K. Johnston
CRD#: 1689783
775 Ridge Lake Blvd, Suite 150, Memphis, TN 38120
96
Wealthminder
score

James Johnston (CRD# 1689783) is an Investment Advisor Representative working at Financial Resource Management, Inc. in Memphis, TN and has over 29 years of experience in the finance industry. James Johnston 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
David H. Eggers
CRD#: 4333071
775 Ridge Lake Blvd, Suite 150, Memphis, TN 38120
93
Wealthminder
score

David Eggers (CRD# 4333071) is an Investment Advisor Representative working at Financial Resource Management, Inc. in Memphis, TN and has over 15 years of experience in the finance industry.

3
Jonathan R. Fratesi
CRD#: 4848432
775 Ridge Lake Blvd, Suite 150, Memphis, TN 38120
93
Wealthminder
score

Jonathan Fratesi (CRD# 4848432) is an Investment Advisor Representative working at Financial Resource Management, Inc. in Memphis, TN and has over 11 years of experience in the finance industry.

4
Jerry L. Greene
CRD#: 2232914
775 Ridge Lake Blvd, Suite 150, Memphis, TN 38120
93
Wealthminder
score

Jerry Greene (CRD# 2232914) is an Investment Advisor Representative working at Financial Resource Management, Inc. in Memphis, TN and has over 24 years of experience in the finance industry.

5
Corrie F. Scoby
CRD#: 4539509
775 Ridge Lake Blvd, Suite 150, Memphis, TN 38120
93
Wealthminder
score

Corrie Scoby (CRD# 4539509) is an Investment Advisor Representative working at Financial Resource Management, Inc. in Memphis, TN and has over 13 years of experience in the finance industry.

6
Robert J. Fratesi
CRD#: 1373072
775 Ridge Lake Blvd, Suite 150, Memphis, TN 38120
63
Wealthminder
score

Robert Fratesi (CRD# 1373072) is an Investment Advisor Representative working at Financial Resource Management, Inc. in Memphis, TN and has over 20 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.