Gerald Robinson
Gerald Robinson is a registered investment advisor at Advisor Resource Council, based in Flower Mound, TX, with 26 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 11,572 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisor Resource Council offers investment management services with fees based on a percentage of your portfolio. There are two fee schedules:
Wrap Fee Program:
- A flat 2.50% annual fee is charged on all assets under management.
Traditional Asset Management:
- A flat 2.25% annual fee is charged on all assets under management.
Fees are billed quarterly in advance. The firm also offers actively managed investment strategies, including AIQ Asset Allocation Models, AIQ SMA and UMA Strategies, and ARC Innovative Solutions, which are only available in the Wrap Fee Program.
Location
6920 Hidden Valley Road, Flower Mound, TX, 75022
Get directionsHistory
Regulatory History
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
Gerald operates LightForce Financial as a DBA for his LPL business and 360 Wealth Management, LLC as a registered investment advisor, dedicating nearly all of his time to these activities. He also dedicates minimal time to non-variable insurance through LightForce Financial and serves as President/Board Member of the Flower Mound Rotary Club.
Employment History
Current Registrations
Advisor Resource Council
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
UBS Painewebber INC.
UBS Painewebber INC.Broker
State Registrations1 state
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.