James
Webb

Advisor Resource Council

CRD#7369198
Investment Advisor
in Rowlett, TX

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About this Advisor

James Webb is a financial advisor based in Rowlett, Texas, working with Advisor Resource Council. James has previously held positions at L3Harris Technologies, University Of Arkansas, Advisor Resource Council LLC, Lpl Financial LLC, Marshalltown, Park Place Motors, and Generations Financial Management. James has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, James is part of Advisor Resource Council, which operates out of Rowlett, Texas. The firm has 52 offices and 123 employees. The firm manages assets totaling $2.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Advisor Resource Council includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

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

6760 Horizon Road Suite 100
Rowlett, TX 75088

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Advisor Resource Council Brokerage Details

Total Assets Under Management

$2,452,820,334

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

123

TX Average: 49
Total Number of Accounts

12,244

TX Average: 2,315
Average Account Size

$200,328

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

James Webb Work History

2022 - Present (2 years)

Advisor Resource Council LLC

2021 - Present (3 years)

Lpl Financial LLC

2021 - Present (3 years)

Generations Financial Management

2022 - 2022 (< 1 year)

Advisor Resource Council LLC

2017 - 2021 (4 years)

L3Harris Technologies

2017 - 2017 (< 1 year)

University Of Arkansas

2016 - 2016 (< 1 year)

Marshalltown

2015 - 2015 (< 1 year)

Park Place Motors

2013 - 2017 (4 years)

University Of Arkansas

Disclosures

Please visit the SEC profile of James Webb 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

Cody Barclay
Dallas, TX
Todd Simmons
Mansfield, TX
Joshua Ingram
Dallas, TX
Robert Hand
Tyler, TX
Benjamin Earls
Dallas, TX
Gary Cowles
Dallas, TX
Brandon Fresard
Southlake, TX
Conor Shepard
Allen, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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