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Charles Scott Berry

Advisor Resource Council

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About Charles Scott Berry

Charles Scott Berry is a financial advisor with over 17 years of experience in the financial services industry. Charles has been registered with Advisor Resource Council since June 2012. Prior to that, Charles was registered with EDWARD JONES from January 2005 to December 2011. Charles is licensed to offer securities and investment advisory services in 10 states. Charles holds a Series 63, Series 66, Series 7 and SIE licenses. Charles specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, families, corporations, businesses, and charitable organizations. Charles is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.

Firm Information

Charles Berry 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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Charles Berry’s Registration & Firm History

TX

06/14/2012 - Present

Advisor Resource Council (DALLAS TX)

TX

01/11/2005 - 12/23/2011

EDWARD JONES (ADDISON TX)

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Licenses & Designations

BOTH

Issued 02/02/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/14/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/10/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Charles Scott Berry. Review regulatory record here.
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