TrueAdvisor
TrueAdvisor
DM
DM

David Martin

Advisor Resource Council
26 Years of Experience
Lewisville, TX
BrokerSells Insurance
View SEC Summary
View SEC Summary

David Martin is a registered investment advisor at Advisor Resource Council, based in Lewisville, TX, with 26 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 5 more. Their firm serves 11,836 clients with $3.5B in assets under management.

Advisor Resource Council
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
85 advisors
Number of Clients
11,836 clients
Average Client Portfolio
$295K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$500
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum annual fee shown for the wrap fee program is 2.50%, and traditional asset management is 2.25%. Flat annual fee schedules are also available.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Lewisville, TX

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

David operates under multiple DBAs for his LPL business and provides investment advisory services through Advisor Resource Council, spending about three-quarters of his time on these investment-related activities. He is also an agent for MetLife selling non-variable insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
Advisor Resource Council
July 2012 - Present · 14 yrs 3 mos
LPL Financial LLCBroker
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
LPL Financial LLC
January 2011 - October 2015 · 4 yrs 9 mos
AXA Advisors, LLC
July 2001 - January 2011 · 9 yrs 6 mos
AXA Advisors, LLCBroker
July 2001 - January 2011 · 9 yrs 6 mos
Sws Securities INC.Broker
February 2000 - July 2001 · 1 yr 5 mos
Stephens INC.Broker
February 1998 - April 1998 · 2 mos
State Registrations5 states
ALARAZOKTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Lewisville, TX →All financial advisors in Texas →