John
Resurreccion

Dimensional Fund Advisors Lp

CRD#5898735
Investment Advisor
in Austin, TX
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About this Advisor

John Resurreccion is a certified financial planner operating in Austin, Texas, with a total of 10 years of professional experience. Resurreccion works at Dimensional Fund Advisors Lp. Resurreccion has gained experience at Index Funds Advisors, Inc, Valenstein & Patterson, Full Time Student, Lpl Financial LLC and Dimensional Fund Advisors. Resurreccion maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Dimensional Fund Advisors Lp is a business based in Austin, Texas. It has offices in two locations and a total of 863 financial advisors. It has $637 billion in total assets among its 465 accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advisory services to nine charities and foundations. Of its 465 accounts, just 6% are associated with high-net-worth investors who have greater than $1 million in investable assets. Dimensional Fund Advisors Lp performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fee schedules largely depend on which services the firm provides the client. Fees billed by Dimensional Fund Advisors Lp likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65, Series 63, Certified Financial Planner

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

6300 Bee Cave Road Building One
Austin, TX 78746

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Dimensional Fund Advisors Lp Brokerage Details

Total Assets Under Management

$636,627,401,726

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

863

TX Average: 49
Total Number of Accounts

465

TX Average: 2,315
Average Account Size

$1,369,091,187

TX Average: $1,314,358

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

John Resurreccion Work History

John has 10 years of experience.

2016 - Present (3 years)

Dimensional Fund Advisors

2014 - 2016 (2 years)

Lpl Financial LLC

2009 - 2014 (5 years)

Index Funds Advisors, Inc

2009 - 2009 (0 years)

Valenstein & Patterson

2008 - 2009 (1 years)

Full Time Student

Disclosures

John Resurreccion has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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