Gary
Cowles
Advisor Resource Council
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About this Advisor
Gary Cowles is a certified financial planner who works out of Dallas, Texas with 9 years of industry experience. Cowles is currently employed by Advisor Resource Council. Throughout their career, Cowles has worked at Signator Investors, Inc, Lpl Financial, LLC, Advisor Resource Council (360 Wealth Management, LLC) and Mergent Wealth, LLC. Cowles holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Advisor Resource Council is a registered investment company operating out of Dallas, TX. It has offices in 52 locations and a total of 134 advisors. It handles $2 billion in total assets among its 11,081 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 34 charities and foundations. Of its 11,081 client accounts, 29% are held by high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice largely are based on which service is offered. Fees charged by Advisor Resource Council may include any blend 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
Gary Cowles Work History
Gary has been registered as a financial advisor for 9 years.*
Mergent Wealth, LLC
Advisor Resource Council (360 Wealth Management, LLC)
Lpl Financial, LLC
Signator Investors, 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 Gary Cowles 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
Dallas, TX
Dallas, TX
Oxford, MS
Dallas, TX
Fort Worth, TX
Stephenville, TX
Southlake, 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.