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David Bennett

Advisor Resource Council
24 Years of Experience
Oxford, MS
Sells Insurance
View SEC Summary
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David Bennett is a registered investment advisor at Advisor Resource Council, based in Oxford, MS, with 24 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
—
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Location

1300 Access Road, Suite 200, Oxford, MS, 38655

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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.

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Other Business ActivitiesSells Insurance

David works as an insurance agent selling life, health, fixed annuities, accident, long-term care, disability, and Medicare supplement insurance products. This activity takes about 10-20% of his time.

Employment History
Current Registrations
Advisor Resource Council
December 2021 - Present · 4 yrs 10 mos
Previous Registrations
Next Financial Group, INC.
July 2021 - December 2021 · 5 mos
Next Financial Group, INC.Broker
September 2012 - December 2021 · 9 yrs 3 mos
Cambridge Investment Research, INC.Broker
August 2009 - October 2012 · 3 yrs 2 mos
Mutual Service CorporationBroker
October 2003 - August 2009 · 5 yrs 10 mos
Walnut Street Securities, INC.Broker
September 2002 - October 2003 · 1 yr 1 mo
State Registrations1 state
MS
Advisor

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.
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