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David Bradley Martin

Advisor Resource Council

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About David Bradley Martin

David Bradley Martin is a financial advisor with over 20 years of experience in the industry. David has worked with a number of firms, including AXA Advisors, LLC, SWS Securities Inc., Stephens Inc., and LPL Financial LLC. David is currently registered as an Investment Advisor Representative (IAR) with Advisor Resource Council. David is dedicated to providing comprehensive financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and charitable organizations. David specializes in providing customized financial advice and portfolio management solutions to meet the unique needs of each client.

Firm Information

David Martin 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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David Martin’s Registration & Firm History

TX

07/18/2012 - Present

Advisor Resource Council (DALLAS TX)

TX

07/23/2001 - 01/10/2011

AXA ADVISORS, LLC (PLANO TX)

TX

02/01/2000 - 07/16/2001

SWS SECURITIES INC. (DALLAS TX)

AR

02/17/1998 - 04/02/1998

STEPHENS INC. (LITTLE ROCK AR)

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Licenses & Designations

IA

Issued 07/31/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/13/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Bradley Martin.
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