Karen
Bacon

Diversified Resources, LLC

CRD#2410249
Investment Advisor
in Warwick, RI

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About this Advisor

Karen Bacon is a certified financial planner who works out of Warwick, Rhode Island with 19 years of industry experience. Bacon is on the advisory team at Diversified Resources, LLC. Their career trajectory has included roles at Self and Diversified Resources, LLC. Bacon has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Rhode Island and Texas. Diversified Resources, LLC is a financial advisory firm based out of Warwick, RI. It manages $176 million in assets between its 1,040 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 1,040 client accounts, 16% belong to high-net-worth investors who have more than $1 million in investable assets. The company performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advice typically are based on which services are provided. Fees billed by Diversified Resources, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

70 Jefferson Blvd.
Warwick, RI 02888

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Diversified Resources, LLC Brokerage Details

Total Assets Under Management

$175,751,681

RI Average: $2,813,243,532
Total Number of Employees

4

RI Average: 18
Total Number of Accounts

1,040

RI Average: 609
Average Account Size

$168,992

RI Average: $4,619,448

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Karen Bacon Work History

Karen has been registered as a financial advisor for 19 years.*

2015 - Present (9 years)

Self

2015 - Present (9 years)

Diversified Resources, LLC

2002 - Present (22 years)

Self

2004 - 2015 (11 years)

Diversified Resources, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Karen Bacon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Diversified Resources, LLC

Karen Bacon
Warwick, RI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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