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Leslie Beachum Benge

Advisor Resource Council

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About Leslie Beachum Benge

Leslie Benge is a financial advisor with Advisor Resource Council. Leslie has been working in the financial industry since 2003. Leslie specializes in financial planning, portfolio management, and selection of other advisors. Leslie has previously worked at WELLS FARGO ADVISORS, LLC, FIDELITY BROKERAGE SERVICES LLC, WACHOVIA SECURITIES, LLC, CITIGROUP GLOBAL MARKETS INC., and SALOMON SMITH BARNEY INC. Leslie holds the Series 63, Series 66 and Series 7 securities licenses as well as the SIE.

Firm Information

Leslie Benge 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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Leslie Benge’s Registration & Firm History

TX

10/01/2016 - Present

Advisor Resource Council (Roanoke TX)

TX

08/22/2012 - 10/07/2016

WELLS FARGO ADVISORS, LLC (SOUTHLAKE TX)

TX

03/22/2007 - 09/14/2007

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

TX

08/18/2006 - 12/07/2006

WACHOVIA SECURITIES, LLC (DALLAS TX)

TX

08/25/2004 - 08/25/2006

CITIGROUP GLOBAL MARKETS INC. (SOUTHLAKE TX)

NY

12/07/1995 - 08/30/2002

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/16/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/29/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Leslie Beachum Benge.
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