ADVISORY RESOURCE GROUP, LLC
Firm details
- Headquarters
- NEWMARKET, New Hampshire
- CRD number
- 191512
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningEducational Seminars / Workshops
Firm profile
FINTRXOverview
Advisory Resource Group, LLC is an individually owned limited liability company that operates as a registered representative of a broker-dealer and as an insurance broker. Its advisory offering centers on financial planning and client education; the firm also runs seminars and workshops. The firm’s fee model is non‑AUM based, relying on hourly charges and fixed fees. The snapshot characterizes the firm as an unclassified adviser that does not act as a capital allocator. It is not identified as an active ESG investor, pension consultant, or a related adviser; the data does not list an SEC registration year.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3RICHARD SENTNOR
Co-Founder and Financial AdvisorCRD 4293351
TROY ZERVESKES
PrincipalCRD 3240727
JAMES DIMOS
Financial AdvisorCRD 5058761
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEWMARKET, NH
ROCKINGHAM
Location
NEWMARKET, NH
Headquartered in NEWMARKET, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- ROCKINGHAM
- Address
- 101 Kent Pl
- Time zone
- ET (UTC-5)
- Office locations
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