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Mathew Clayton Welsh

Advisor Resource Council

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About Mathew Clayton Welsh

Mathew Clayton Welsh is a financial advisor who has been in the industry since 2007. He is currently registered with Advisor Resource Council and holds Series 63, 66, 7 and SIE licenses. Mathew has been serving clients in the Dallas area for many years and specializes in financial planning, portfolio management, and pension consulting. He is also a Certified Financial Planner (CFP). Mathew has previously worked with LPL Financial LLC, UVEST Financial Services Group, Inc. and Edward Jones.

Firm Information

Mathew Welsh 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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Mathew Welsh’s Registration & Firm History

TX

01/24/2017 - Present

Advisor Resource Council (DALLAS TX)

TX

01/27/2010 - 01/28/2013

LPL FINANCIAL LLC (DALLAS TX)

TX

09/15/2009 - 11/03/2009

UVEST FINANCIAL SERVICES GROUP, INC. (DESOTO TX)

TX

03/24/2005 - 06/16/2009

LPL FINANCIAL CORPORATION (DALLAS TX)

MO

05/01/2003 - 05/30/2003

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 02/05/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/01/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mathew Clayton Welsh.
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