WEALTH MANAGEMENT RESOURCES, INC. of SMITHFIELD, RI is an SEC-registered investment adviser (CRD 45452). Regulatory assets under management: $385.2M.
Compensation: % of AUM, Hourly, Fixed, Commissions.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Arthur Clayton Everly | SHAREHOLDER | — |
| Kevin R Worthley | EXECUTIVE VICE PRESIDENT | — |
| Scott G Everly | EXECUTIVE VICE PRESIDENT AND REGISTERED REPRESENTATIVE | — |
| Kevin R Worthley | CHIEF COMPLIANCE OFFICER | — |
| Todd Michael Casazza | PRESIDENT; PRESIDENT, INVESTMENT ADVISOR REPRESENTATIVE, AND REGISTERED REPRESENTATIVE | — |
| Marissa Lynn Duckworth | SHAREHOLDER | — |
| Arthur Clayton Everly | PRESIDENT | — |
| WARDYGA ALAN STEPHEN | PART OWNER; PRESIDENT | — |
| EVERLY ARTHUR CLAYTON | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT (+1 more) | — |
| WORTHLEY KEVIN R | CHIEF COMPLIANCE OFFICER; EXECUTIVE VICE PRESIDENT AND SECRETARY; EXEC. VICE PRESIDENT/SECRETARY | — |
| NEELY KIMBERLY BETH | FINOP | — |
| EVERLY SCOTT | REGISTERED REPRESENTATIVE; RR | — |
| MEDICI ALEXANDER MARK | SHAREHOLDER | — |
| Kevin R. Worthley | CHIEF COMPLIANCE OFFICER; EXECUTIVE VICE PRESIDENT | Smithfield, RI |
| Scott G. Everly | EXECUTIVE VICE PRESIDENT AND REGISTERED REPRESENTATIVE | — |