Wealth Resource Investment Advisors LLC
Wealth Resource Investment Advisors LLC (CRD# 300752) is a financial advisory firm headquartered in Mesa, AZ. They manage $11,019,293 in 15 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Wealth Resource Investment Advisors LLC
By the Numbers
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Total Assets Under Management11MILLION
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Total Number of Accounts15ACCOUNTS
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Average Account Value$734,620
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ
Financial Advisors at Wealth Resource Investment Advisors LLC
1
Janel Durfee (CRD# 4147196) is an Investment Advisor Representative working at Wealth Resource Investment Advisors LLC in Mesa, AZ and has over 23 years of experience in the finance industry.
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