SE
ChFC
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ChFC

Scott Everly

10 Years of Experience
Smithfield, RI
BrokerSells Insurance

Scott Everly is a ChFC-designated registered investment advisor, based in Smithfield, RI, with 10 years of industry experience.

Location

28 Cedar Swamp Road, Suite One, Smithfield, RI, 02917

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Scott is a financial advisor at Wealth Management Resources, Inc., dedicating full-time hours to providing advice to clients. He also works as an agent selling fixed/traditional insurance products, dedicating minimal time to this activity.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
June 2023 - Present · 2 yrs 11 mos
Wealth Management Resources, INC.
January 2016 - Present · 10 yrs 4 mos
Previous Registrations
Wealth Management Resources, INC.Broker
July 2015 - June 2023 · 7 yrs 11 mos
State Registrations8 states
CTFLMAMENHNYRITX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Scott Everly - Financial Advisor | TrueAdvisor