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Todd A. Simmons

Advisor Resource Council

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About Todd A. Simmons

Todd A. Simmons is an Investment Advisor Representative with Advisor Resource Council. Todd has been working in the financial industry for over 22 years, with experience at firms such as Raymond James & Associates, Inc. and Edward Jones. Todd holds Series 7 and Series 66 licenses. Todd has a state exam count of 2, product exam count of 2, and principal exam count of 0. Todd provides financial planning, pension consulting, and portfolio management services to individuals. Todd's clients include high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

Firm Information

Todd Simmons 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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Todd Simmons’s Registration & Firm History

TX

07/23/2015 - Present

Advisor Resource Council (MANSFIELD TX)

TX

01/06/2014 - 08/12/2015

RAYMOND JAMES & ASSOCIATES, INC. (DUNCANVILLE TX)

TX

01/09/2001 - 12/20/2013

EDWARD JONES (MANSFIELD TX)

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Licenses & Designations

BOTH

Issued 01/28/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/11/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/08/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Todd A. Simmons.
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