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FINANCIAL RESOURCE MANAGEMENT, INC.
FINANCIAL RESOURCE MANAGEMENT, INC.
MEMPHIS, Tennessee
·
3 registered advisors
·
CRD# 148305
SEC# 801-69630
901-767-5755
01
Firm Overview
AUM
$76M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at FINANCIAL RESOURCE MANAGEMENT, INC.
3 registered advisors
James Kevin Johnston
MEMPHIS, Tennessee
CRD# 1689783
Phillip Lee Stuart
MEMPHIS, Tennessee
CRD# 4504867
Robert Joseph Fratesi
MEMPHIS, Tennessee
CRD# 1373072
05
Office Locations
MEMPHIS, Tennessee
3 advisors
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Data sourced from SEC Form ADV filings. FINANCIAL RESOURCE MANAGEMENT, INC. (CRD# 148305) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.