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Robert Paul Erskine

Advisor Resource Council

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About Robert Paul Erskine

Robert Paul Erskine is a financial advisor with Advisor Resource Council. Robert Paul Erskine is registered in 8 states: Arizona, California, Georgia, Hawaii, Massachusetts, Oregon, and Texas. Robert Paul Erskine has been in the industry since December 27, 1994. Robert Paul Erskine previously worked at PIPER JAFFRAY & CO., UBOC INVESTMENT SERVICES, INC., and MUTUAL SERVICE CORPORATION.

Firm Information

Robert Erskine 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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Robert Erskine’s Registration & Firm History

TX

05/17/2024 - Present

Advisor Resource Council (DALLAS TX)

MN

11/08/2000 - 08/01/2005

PIPER JAFFRAY & CO. (MINNEAPOLIS MN)

CA

11/25/1998 - 04/03/2000

UBOC INVESTMENT SERVICES, INC. (GLENDALE CA)

MA

06/30/1993 - 12/31/1997

MUTUAL SERVICE CORPORATION (BOSTON MA)

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Licenses & Designations

BOTH

Issued 08/27/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/25/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/17/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2000

Series 7 - General Securities Representative Examination

BC

Issued 06/29/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Paul Erskine.
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