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Investor Resources Inc
SEC-regulated
Registered investment advisor
Investor Resources, Inc. is a financial advisor firm founded in 1990 by Donald Creech and Perry T. Sikes, Jr. The firm specializes in fee-only financial planning and investment consulting services. Donald Creech, a Certified Financial Planner™ professional, has been with the firm since its inception. He is also an Accredited Investment Fiduciary® Designee, demonstrating specialized knowledge in fiduciary standards of care. Perry T. Sikes, Jr., also a Certified Financial Planner™ professional, joined the firm in 2007 and has a background in finance, tax planning, and investment consulting.
Both advisors adhere to high standards of education, examination, experience, and ethics set by the Certified Financial Planner Board of Standards, Inc. They are committed to acting as fiduciaries, always prioritizing the best interests of their clients. The firm's compensation structure is tied to the assets under management, which may present a conflict of interest when recommending investment services.
Investor Resources, Inc. operates under the supervision of Donald Creech, who conducts annual account reviews to ensure compliance with regulatory requirements. The firm has no disciplinary history and is registered as a state-registered investment adviser. Clients can expect personalized financial planning services from experienced professionals dedicated to ethical and transparent practices.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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