Patrick
Diamond
Wealth Management Resources, Inc
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About this Advisor
Patrick Diamond is a certified financial planner who works in Smithfield, Rhode Island with 3 years of industry experience. Diamond is an employee of Wealth Management Resources, Inc. During their career, Diamond has held roles at Wealth Management Resources, Inc, Stringer Financial Planning, Mbia Inc and Morgan Stanley. Diamond holds a Series 65 license, designating them as an investment advisor representative, and can operate in Rhode Island and Texas. Wealth Management Resources, Inc is a registered investment company based in Smithfield, RI. It manages $261 million in assets across its 1,174 accounts, placing it among the mid-sized firms in the United States by assets under management. The firm provides services to eight charitable organizations. Of its 1,174 accounts, just 13% belong to high-net-worth investors who have greater than $1 million in assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Financial advisory fees usually depend on the services. However, fees charged by Wealth Management Resources, Inc likely are comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Management Resources, Inc Brokerage Details
$260,983,764
11
1,174
$222,303
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Patrick Diamond Work History
Patrick has been registered as a financial advisor for 3 years.*
Wealth Management Resources, Inc
Stringer Financial Planning
Mbia Inc
Morgan Stanley
Mbia Inc
*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 Patrick Diamond 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 Wealth Management Resources, Inc
Smithfield, RI
Smithfield, RI
Smithfield, RI
Smithfield, RI
Smithfield, RI
Smithfield, 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.
