Paige
St. Martin
Advisor Resource Council
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About this Advisor
Paige St. Martin is a certified financial planner working out of Metairie, Louisiana, who has 5 years of relevant experience. St. Martin currently works for Advisor Resource Council. The advisor has gained experience at Ameriprise Financial Services, Inc, Raymond James Financial Services, Inc, Satterfield'S, Financial Benefits Inc, Financial Planning Association, Shobe & Assoicates, Inc, Bite & Boze, Faubourg Private Wealth, Lpl Financial, LLC, Level Four Advisory Servbices, Advisor Resource Council (Formerly: 360 Wealth Management, LLC) and Lpl Financial LLC. St. Martin holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Louisiana. Advisor Resource Council is a financial advisory company based out of Dallas, TX. It has offices in 52 locations and a total of 134 advisors. It oversees $2 billion in total assets between its 11,081 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 34 charitable organizations. Of its 11,081 accounts, 29% belong to high-net-worth investors who have at least $1 million in investable assets. The business provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules vary depending on which services are provided. However, fees charged by Advisor Resource Council most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advisor Resource Council Brokerage Details
$2,318,721,938
134
11,081
$209,252
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Paige St. Martin Work History
Paige has been registered as a financial advisor for 5 years.*
Lpl Financial LLC
Advisor Resource Council (Formerly: 360 Wealth Management, LLC)
Faubourg Private Wealth
Level Four Advisory Servbices
Bite & Boze
Lpl Financial, LLC
Financial Benefits Inc
Raymond James Financial Services, Inc
Satterfield'S
Financial Planning Association
Shobe & Assoicates, Inc
Ameriprise Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Paige St. Martin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Advisor Resource Council
Dallas, TX
Oxford, MS
Dallas, TX
Dallas, TX
Dallas, TX
Metairie, LA
Dallas, TX
Covington, LA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
