Resource Partners LLC

Resource Partners LLC (CRD# 114288) is a financial advisory firm headquartered in Hickory, NC. They manage $117,041,000 in 263 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    117
    MILLION
  • Total Number of Accounts
    263
    ACCOUNTS
  • Average Account Value
    $445,023
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

LA, NC

Financial Advisors at Resource Partners LLC
Showing 1 - 5 of 5 top financial advisors.
1
Rebecca W. Monish
CRD#: 2549132
10 13th Avenue Nw, Hickory, NC 28601
96
Wealthminder
score

Rebecca Monish (CRD# 2549132) is an Investment Advisor Representative working at Resource Partners LLC in Hickory, NC and has over 18 years of experience in the finance industry. Rebecca Monish 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
Sherrill F. Young
CRD#: 826838
10 13th Avenue Nw, Hickory, NC 28601
96
Wealthminder
score

Sherrill Young (CRD# 826838) is an Investment Advisor Representative working at Resource Partners LLC in Hickory, NC and has over 33 years of experience in the finance industry. Sherrill Young 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.

3
Carl V. Cline
CRD#: 48776
10 13th Avenue Nw, Hickory, NC 28601
93
Wealthminder
score

Carl Cline (CRD# 48776) is an Investment Advisor Representative working at Resource Partners LLC in Hickory, NC and has over 35 years of experience in the finance industry.

4
Robert B. Fincher
CRD#: 4271312
10 13th Avenue Nw, Hickory, NC 28601
93
Wealthminder
score

Robert Fincher (CRD# 4271312) is an Investment Advisor Representative working at Resource Partners LLC in Hickory, NC and has over 15 years of experience in the finance industry.

5
Sherrill F. Young
CRD#: 4417847
1333 2nd Street Ne #302, Hickory, NC 28601
93
Wealthminder
score

Sherrill Young (CRD# 4417847) is an Investment Advisor Representative working at Resource Partners LLC in Hickory, NC and has over 14 years of experience in the finance industry.

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