Scott Everly (CRD# 6488691) is an Investment Advisor Representative working at Wealth Management Resources, Inc. in Smithfield, RI and has over 8 years of experience in the finance industry.
CRD# 2054637
Securities America Advisors, Inc.
CRD# 6905985
Edward Jones
CRD# 2797520
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Jun 2023 - Current | < 1 |
| Wealth Management Resources, Inc. | Smithfield, RI | May 2015 - Current | 9 |
| Peter Roberts & Assoc. | Milford, MA | Mar 2009 - Apr 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2015 |
| S63 | Uniform Securities State Law Examination | Sep 2015 |
- RI
- TX
-
Total Assets Under Management339MILLIONS
-
Total Number of Accounts1,450ACCOUNTS
-
Average Account Value$234,025
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
CT, FL, MA, NC, NH, NY, RI, TX, VT
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.