Financial Resources Management Corp

Financial Resources Management Corp (CRD# 105291) is a financial advisory firm headquartered in , . They manage $27,457,598 in 45 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $610,169
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

FL, MA

Financial Advisors at Financial Resources Management Corp
Showing 1 - 1 of 1 top financial advisors.
1
Roxanne E. Fleszar
CRD#: 713144
Key West, FL
96
Wealthminder
score

Roxanne Fleszar (CRD# 713144) is an Investment Advisor Representative working at Financial Resources Management Corp in Key West, FL and has over 36 years of experience in the finance industry. Roxanne Fleszar 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.

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