Arthur Clayton Everly

Employer firm

Wealth Management Resources, Inc. CRD 45452

$385M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1995 → Present
  Wealth Management Resources, Inc.
  Smithfield, RI
• 03/2002 → 10/2020
  Wealth Management Realty Partners, Llc
  Smithfield, RI

Other Businesses

(1.) NAME OF OBA: INSURANCE; ADDRESS OF OBA: SMITHFIELD, RI; NATURE: CONDUCTS SALES OF INSURANCE PRODUCTS; INVESTMENT RELATED: YES; TITLE WITH OBA: LICENSED LIFE AND HEALTH INSURANCE AGENT; DUTIES: SALE OF INSURANCE PRODUCTS; START DATE: 01/1994; APPROX. NUMBER OF HOURS/MONTH: 1: APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: PARTNERSHIP TO REDUCE CANCER IN RI; ADDRESS OF OBA: PROVIDENCE, RI NATURE: WORKS TO BRING GAPS IN HEALTH CARE SYSTEM BY BRINGING TOGETHER VARIOUS PROFESSIONALS TO REDUCE BURDEN OF CANCER IN RI; INVESTMENT RELATED: NO; TITLE WITH OBA: BOARD OF DIRECTORS MEMBER; DUTIES: ATTEND BOARD MEETINGS; START DATE: 05/01/2020; APPROX. NUMBER OF HOURS/MONTH: 4: APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0;

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-01-31
• S63 Uniform Securities Agent State Law Examination
  1980-08-14

Designations

• Chartered Financial Consultant