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Meredith Gray Woodbridge

Advisor Resource Council

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About Meredith Gray Woodbridge

Meredith Gray Woodbridge is an Investment Advisor Representative with Advisor Resource Council. Meredith has been registered with the Securities and Exchange Commission since 2025 and is also registered in Oklahoma. Meredith is a Certified Financial Planner and offers financial planning, selection of other advisors, and portfolio management for individuals.

Firm Information

Meredith Woodbridge 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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Meredith Woodbridge’s Registration & Firm History

OK

01/01/2025 - Present

Advisor Resource Council (Edmond OK)

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Licenses & Designations

BC

Issued 12/19/2020

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/30/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Meredith Gray Woodbridge.
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