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Chad McAuliff

Advisor Resource Council

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About Chad McAuliff

Chad McAuliff is an investment advisor representative with Advisor Resource Council, a firm that has over 90 investment advisor representatives. Chad McAuliff has been in the industry since February 2012 and is registered in Oklahoma. He has a Series 65 license and holds the Chartered Financial Consultant designation. Advisor Resource Council has approximately $2.5 billion in assets under management. The firm specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. The firm also provides selection of other advisors. Advisor Resource Council primarily provides financial planning, pension consulting, portfolio management, and selection of other advisors to individuals, charitable organizations, high-net-worth individuals, corporations, pension and profit sharing plans, and other investment advisors.

Firm Information

Chad McAuliff is currently registered with Advisor Resource Council. The Advisor Resource Council is a Dallas, TX-based firm with 91 investment adviser representatives and $2.45 billion in regulatory assets under management. The firm offers financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and other investment advisers. They are also a registered investment adviser with the SEC.
Advisor Resource Council

15110 DALLAS PARKWAY

DALLAS, TX 75248

$2.45B

Assets Under Management

11

Total Clients

75

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chad McAuliff’s Registration & Firm History

TX

03/27/2024 - Present

Advisor Resource Council (DALLAS TX)

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Licenses & Designations

IA

Issued 03/02/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chad McAuliff.
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