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Samuel Elliot Rodriguez

Advisor Resource Council

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About Samuel Elliot Rodriguez

Samuel Rodriguez is a financial advisor with Advisor Resource Council, based in Dallas, TX. Samuel has over 18 years of experience in the financial services industry. Samuel holds a Series 7, Series 66 and SIE licenses and is a Certified Financial Planner. Samuel has worked for several firms including J.P. Morgan Securities LLC, LPL Financial LLC, and Ameriprise Financial Services, Inc. Samuel specializes in providing financial planning, pension consulting, and portfolio management for individuals and other investment advisors. Samuel is registered with the state of Texas.

Firm Information

Samuel Rodriguez 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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Samuel Rodriguez’s Registration & Firm History

TX

07/26/2018 - Present

Advisor Resource Council (DALLAS TX)

TX

09/16/2016 - 11/25/2022

LPL FINANCIAL LLC (MCKINNEY TX)

TX

10/01/2012 - 09/27/2016

J.P. MORGAN SECURITIES LLC (ALLEN TX)

TX

04/29/2009 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (ALLEN TX)

TX

07/28/2004 - 04/21/2009

AMERIPRISE FINANCIAL SERVICES, INC. (PLANO TX)

MN

07/28/2004 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 08/10/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Samuel Elliot Rodriguez. Review regulatory record here.
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