Braden
Givens

Advisor Resource Council

CRD#7125705
Investment Advisor
in Dallas, TX

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About this Advisor

Braden Givens is a financial advisor working out of Dallas, Texas. Givens works at Advisor Resource Council. Givens has gained experience at Xtc Fitness, Texas Tech University, Hfs Wealth Management, Moneta Group, Armstrong Purselley Wealth Management Group, Door Dash, Uber, Robert E. Lee High School, Btp Services, Cetera Advisor Networks, Cwm, LLC, Cwm, LLC Dba Carson Partners, Lpl Financial, Advisor Resource Council LLC and 360 Wealth Partners. Givens has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Advisor Resource Council is a financial advisory company operating out of Dallas, TX. The company has offices in 52 locations and a total of 134 employees. It handles $2 billion in assets under management across its 11,081 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 34 charities and foundations. Of its 11,081 customer accounts, 29% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Advisor Resource Council performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on which service is provided. However, fees billed by Advisor Resource Council can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

15110 Dallas Parkway Suite 500
Dallas, TX 75248

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Advisor Resource Council Brokerage Details

Total Assets Under Management

$2,318,721,938

TX Average: $3,042,739,679
Total Number of Employees

134

TX Average: 49
Total Number of Accounts

11,081

TX Average: 2,315
Average Account Size

$209,252

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Braden Givens Work History

Braden has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Lpl Financial

2023 - Present (1 year)

Advisor Resource Council LLC

2023 - Present (1 year)

360 Wealth Partners

2022 - 2023 (1 year)

Cwm, LLC

2022 - 2023 (1 year)

Cwm, LLC Dba Carson Partners

2021 - 2023 (2 years)

Cetera Advisor Networks

2020 - 2021 (1 year)

Door Dash

2019 - 2023 (4 years)

Armstrong Purselley Wealth Management Group

2019 - 2019 (< 1 year)

Uber

2019 - 2019 (< 1 year)

Btp Services

2018 - 2019 (1 year)

Moneta Group

2017 - 2017 (< 1 year)

Hfs Wealth Management

2014 - 2014 (< 1 year)

Xtc Fitness

2014 - 2017 (3 years)

Texas Tech University

2010 - 2014 (4 years)

Robert E. Lee High School

*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 Braden Givens 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

William Atkins
Dallas, TX
Justin Childress
Oxford, MS
John Borden
Dallas, TX
Tara Howey
Dallas, TX
Brian Ruff
Dallas, TX
Andrea Romero
Metairie, LA
Samuel Rodriguez
Dallas, TX
Spencer Sligh
Stephenville, TX

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.

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