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Arthur Clayton Everly

WEALTH MANAGEMENT RESOURCES, INC.·SMITHFIELD, Rhode Island
SIE, Series 1, Series 6TO, Series 26, Series 51, Series 63, Series 65, Series 99TOChFCClean record30 years registeredWEALTH MANAGEMENT RESOURCES, INC.
28 CEDAR SWAMP ROAD, SMITHFIELD, RI 02917CRD# 708891Firm CRD# 45452

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Arthur Clayton Everly · SMITHFIELD, RI
Registration
CRD #708891 · WEALTH MANAGEMENT RESOURCES, INC. · 30 years registered
Brand Profile
Not yet started
01

Career History

WEALTH MANAGEMENT RESOURCES, INC.
Apr 1996 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 1
Series 6TO
Series 26
Series 51
Series 63
Series 65
Series 99TO
Registration record
First registered · April 18, 1996
Years registered · 30
Professional designation · ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEALTH MANAGEMENT RESOURCES, INC.
CRD 45452 · SEC 801-57281
AUM
$339M
Regulatory assets under management
Employees
10
1,450 client accounts
Services offered by WEALTH MANAGEMENT RESOURCES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at WEALTH MANAGEMENT RESOURCES, INC. →
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05

Frequently Asked Questions

What services does Arthur Clayton Everly offer?
Arthur Clayton Everly specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SMITHFIELD, Rhode Island for a consultation.
What are Arthur Clayton Everly's credentials?
Arthur Clayton Everly holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Arthur Clayton Everly located?
Arthur Clayton Everly is based in SMITHFIELD, Rhode Island, working with WEALTH MANAGEMENT RESOURCES, INC.. Their office serves clients in the SMITHFIELD metropolitan area and surrounding communities.
How does Arthur Clayton Everly charge for services?
Arthur Clayton Everly's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTH MANAGEMENT RESOURCES, INC.?
WEALTH MANAGEMENT RESOURCES, INC. has approximately 10 employees and manages $339M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEALTH MANAGEMENT RESOURCES, INC.

Alexander Mark Medici
SMITHFIELD, RI
Kevin R Worthley
SMITHFIELD, RI
CFP
Kimberly Beth Neely
SMITHFIELD, RI
Scott Everly
SMITHFIELD, RI
ChFC
Alan Stephen Wardyga
N. SMITHFIELD, RI
CFP

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