RM
RM

Ryan Mullin

18 Years of Experience
Dallas, TX
BrokerSells Insurance

Ryan Mullin is a registered investment advisor at Advisor Resource Council, based in Dallas, TX, with 18 years of industry experience. Ryan 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
83 advisors
Number of Clients
11,572 clients
Average Client Portfolio
$261K average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:$5K

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.

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Location

17300 N Dallas Parkway, Ste 2065, Dallas, TX, 75248

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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

Ryan is involved in several business activities, including Abacus Wealth Builders, LLC, Mercury Financial Group (selling insurance), a woodworking business, Advisor Resource Council, and Summit Alliance Financial. He dedicates a significant amount of time to Advisor Resource Council (nearly full-time) and minimal time to Summit Alliance Financial.

Employment History
Current Registrations
Advisor Resource Council
January 2013 - Present · 13 yrs 4 mos
LPL Financial LLC
February 2012 - Present · 14 yrs 3 mos
LPL Financial LLCBroker
February 2012 - Present · 14 yrs 3 mos
Previous Registrations
LPL Financial LLC
June 2018 - October 2020 · 2 yrs 4 mos
LPL Financial LLC
February 2012 - March 2013 · 1 yr 1 mo
Edward Jones
January 2008 - February 2012 · 4 yrs 1 mo
Edward JonesBroker
November 2007 - February 2012 · 4 yrs 3 mos
State Registrations14 states
ARCOFLGAKSLANJNMNYORPARITXWA
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.
Ryan Mullin - Financial Advisor | TrueAdvisor