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Karen Josephine Bacon

Investment adviser representative at Diversified Resources, LLC
24 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$268.8MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

24 years in the industry.

  1. Diversified Resources, LLCJun 2004 to now
  2. SelfDec 2002 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2002

State registrations

Registered as an investment adviser representative in 2 states (RI, TX).

Diversified Resources, LLC

$268.8MAssets managed
640Clients
1Advisers
10 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2410249
Firm CRD
31346
Advisor's SEC record (opens in a new tab)
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