Investor Resources Inc.

Investor Resources Inc. (CRD# 110766) is a financial advisory firm headquartered in Port Orchard, WA. They manage $56,022,346 in 148 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    148
    ACCOUNTS
  • Average Account Value
    $378,529
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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.

AZ, TX, WA

Financial Advisors at Investor Resources Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Donald G. Creech
CRD#: 56876
1922 Pottery Ave., Suite 110, Port Orchard, WA 98366
101
Wealthminder
score

Donald Creech (CRD# 56876) is founder and president of Investor Resources, Inc. He is an Investment Advisor Representative working at Investor Resources Inc. in Port Orchard, WA and has over 33 years of experience in the finance industry. Donald Creech 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 putclients' interests first and comply with the Financial Planning Practice Standards. Donald had taken additional exams and met annual certification requirements of fi360 to be an Accredited Investment Fiduciary®. 

2
Perry T. Sikes Jr
CRD#: 2605931
1922 Pottery Ave., Suite 110, Bellevue, WA 98004
96
Wealthminder
score

Perry Sikes Jr (CRD# 2605931) is an Investment Advisor Representative working at Investor Resources Inc. in Bellevue, WA and has over 21 years of experience in the finance industry. Perry Sikes Jr 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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