Unclaimed Profile

Kevin R Worthley

WEALTH MANAGEMENT RESOURCES, INC.·SMITHFIELD, Rhode Island

SIE, Series 7, Series 26, Series 66, Series 99TOCFPClean record23 years registeredWEALTH MANAGEMENT RESOURCES, INC.

28 CEDAR SWAMP ROAD, SMITHFIELD, RI 02917CRD# 4089865Firm CRD# 45452

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin R Worthley · SMITHFIELD, RI

Registration

CRD #4089865 · WEALTH MANAGEMENT RESOURCES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

WEALTH MANAGEMENT RESOURCES, INC.

Jan 2013 – present

RETIREMENT PLANNING CO OF NEW ENGLAND INC

Jan 2003 – Feb 2013

WARWICK, RI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 26

Series 66

Series 99TO

Registration record

First registered · January 1, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTH MANAGEMENT RESOURCES, INC.

CRD 45452 · SEC 801-57281

AUM

$339M

Regulatory assets under management

Employees

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. →

Introduction

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Frequently Asked Questions

What services does Kevin R Worthley offer?

Kevin R Worthley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SMITHFIELD, Rhode Island for a consultation.

What are Kevin R Worthley's credentials?

Kevin R Worthley holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kevin R Worthley located?

Kevin R Worthley 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 Kevin R Worthley charge for services?

Kevin R Worthley'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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