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Robert Joseph Hurley

Investor Resources Inc.

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About Robert Joseph Hurley

Robert Hurley is a financial advisor with Investor Resources Inc. located in BOSTON, MA. Robert has over 30 years of experience in the financial services industry. He is registered with the state of Massachusetts as an Investment Advisor Representative. Robert has a strong background in financial planning, portfolio management for individuals, and investment advisory services. Robert’s services include providing financial planning and portfolio management for individuals. The firm, Investor Resources Inc., manages over $14,972,171 in assets for 13 clients.

Firm Information

Robert Hurley is currently registered with Investor Resources Inc.. Investor Resources Inc. is an investment advisor that provides financial planning and portfolio management services to individuals. They have 13 clients and manage approximately $14,972,171 in assets. Their website is HTTP://INVESTORRESOURCES.COM.

$14.97M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Hurley’s Registration & Firm History

MA

05/05/1996 - Present

Investor Resources Inc. (BOSTON MA)

MA

09/15/1994 - 01/18/2001

COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)

NY

02/11/1992 - 09/20/1994

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

NA

02/28/1991 - 01/27/1992

HOME LIFE INSURANCE COMPANY

CT

02/28/1991 - 01/27/1992

W. S. GRIFFITH & CO., INC. (HARTFORD CT)

MN

10/12/1990 - 01/30/1991

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/12/1990 - 01/30/1991

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

NA

02/09/1990 - 10/19/1990

W. H. NEWBOLD'S SON & CO./HOPPER SOLIDAY & CO., INC.

NA

02/18/1989 - 02/17/1990

J. T. MORAN & CO., INC.

NA

01/02/1990 - 02/10/1990

HANIFEN, IMHOFF SECURITIES CORP.

NA

11/04/1989 - 01/02/1990

MOORE & SCHLEY, CAMERON & CO.

NA

06/09/1980 - 05/13/1987

E. F. HUTTON & COMPANY INC

NA

07/27/1979 - 03/28/1980

LEHMAN BROTHERS KUHN LOEB INCORPORATED

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Licenses & Designations

IA

Issued 12/13/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/27/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/07/1982

Series 15 - Foreign Currency Options Examination

BC

Issued 10/16/1981

Series 5 - Interest Rate Options Examination

BC

Issued 07/21/1979

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Joseph Hurley.
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