Scott
Everly
Wealth Management Resources, Inc
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About this Advisor
Scott Everly is a financial advisor based out of Smithfield, Rhode Island with a total of 7 years of relevant experience. Everly is currently employed by Wealth Management Resources, Inc. The advisor has gained experience at Peter Roberts & Assoc and Wealth Management Resources, Inc. Everly has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Rhode Island and Texas. Wealth Management Resources, Inc is a registered investment company operating out of Smithfield, RI. It has $261 million in assets under management among its 1,174 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm advises eight charities and foundations. Of its 1,174 client accounts, just 13% belong to high-net-worth individuals who have more than $1 million in investable assets. Wealth Management Resources, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Fees charged by financial advisors largely are based on the type of services. However, fee types charged by Wealth Management Resources, Inc likely consist of any combination 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
Scott Everly Work History
Scott has been registered as a financial advisor for 7 years.*
Wealth Management Resources, Inc
Peter Roberts & Assoc
*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 Scott Everly 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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