AdvisorOS Directory
Claim Profile
KB

Karen Josephine Bacon

DIVERSIFIED RESOURCES, LLC·WARWICK, Rhode Island
Unclaimed Profile
70 JEFFERSON BLVD, WARWICK, RI 02888CRD# 2410249Firm CRD# 31346
01

About

Karen Josephine Bacon is a registered financial advisor based in WARWICK, Rhode Island, affiliated with DIVERSIFIED RESOURCES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DIVERSIFIED RESOURCES, LLC
DIVERSIFIED RESOURCES, LLC
AUM
$209M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at DIVERSIFIED RESOURCES, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2410249
Firm CRD# 31346
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WARWICK?

Browse all registered financial advisors in WARWICK, Rhode Island or claim this profile if it's yours.

Browse WARWICK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Karen Josephine Bacon offer?
Karen Josephine Bacon specializes in Financial Planning, Investment Management. Contact their office in WARWICK, Rhode Island for a consultation.
What are Karen Josephine Bacon's credentials?
Karen Josephine Bacon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Josephine Bacon located?
Karen Josephine Bacon is based in WARWICK, Rhode Island, working with DIVERSIFIED RESOURCES, LLC. Their office serves clients in the WARWICK metropolitan area and surrounding communities.
How does Karen Josephine Bacon charge for services?
Karen Josephine Bacon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DIVERSIFIED RESOURCES, LLC?
DIVERSIFIED RESOURCES, LLC has approximately 6 employees and manages $209M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WARWICK
David William Allaire — THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC.Sotirios Mike Pappas — THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC.Peter Anthony Sullivan — ARLEN CAPITAL, LLCFrank Peter Mcgoff — ARLEN CAPITAL, LLCArmand Christopher Spaziano — CREATIVE RESOURCES INVESTMENT ADVISORS LLC
Nearby cities in Rhode Island
PROVIDENCE (133)SMITHFIELD (23)WESTERLY (17)NEWPORT (12)WEST WARWICK (9)
City Guides
PROVIDENCE GuideSMITHFIELD GuideWESTERLY GuideNEWPORT GuideWEST WARWICK Guide
Research
Advisor Fees in Rhode IslandNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile