John
Unsworth

Advisor Resource Council

CRD#5343953
Investment Advisor
in Aledo, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

John Unsworth is a financial advisor based out of Aledo, Texas, with 9 years of industry experience. Unsworth is an employee of Advisor Resource Council. Their career trajectory has included roles at Lpl Financial LLC, Whitney, Wetzel, & Kuether, LLC and Advisor Resource Council (Dba: 360 Wealth Management, LLC). Unsworth maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Texas. Advisor Resource Council is a financial advisory business based out of Dallas, TX. The investment advisory business has offices in 52 locations and a total of 134 advisors. It oversees $2 billion in assets under management among its 11,081 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advice to 34 charitable organizations. Of its 11,081 accounts, 29% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The company offers a number 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 fees vary depending on which service is offered. However, fees charged by Advisor Resource Council may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

9 years

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

500 Canyon Lake Drive
Aledo, TX 76008

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

John Unsworth Work History

John has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Advisor Resource Council (Dba: 360 Wealth Management, LLC)

2010 - Present (14 years)

Lpl Financial LLC

2010 - 2014 (4 years)

Whitney,Wetzel,& Kuether, LLC

*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 John Unsworth 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

John Borden
Dallas, TX
Justin Childress
Oxford, MS
William Atkins
Dallas, TX
Brian Ruff
Dallas, TX
Tara Howey
Dallas, TX
Brooks Morrow
Dallas, TX
David Bennett
Dallas, TX
Ryan Mullin
Dallas, 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started