JW
James K. Webb
ADVISOR RESOURCE COUNCIL
Heath, TX 75032
Some features on this profile are disabled
CRD#: 2381399
JW
Professional summary
James Kirby Webb, CFP®, who also goes by Kirby Webb, is a registered financial advisor currently at ADVISOR RESOURCE COUNCIL located in Heath, Texas and LPL FINANCIAL LLC located in Heath, Texas.
James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. James has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kirby Webb
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 2/23/2017 - GENERATIONS FINANCIAL MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - 150 Hours Per Month/8 Hour During Securities Trading - Time Spent 100%. 2. 2/23/2017 - GENERATIONS FINANCIAL MANAGEMENT - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - 5 Hours Per Month/2 Hours During Securities Trading - Time Spent 2%. 3. 2/23/2017 - J KIRBY WEBB HOLDINGS LLC - Investment Related - At Reported Business Location(s) - BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY - 8 Hours Per Month/2 Hours During Securities Trading - Time Spent 100%. 4. 8/17/2017 - Colonial Life - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 08/11/2017 - 5 Hours Per Month During Securities Trading. 5. 8/24/2018 - No Business Name - Investment Related - Heath, TX 75032 - Real Estate Rental - Started 08/06/2018 - 0 Hours Per Month - 100% sole owner. 6. 9/4/2018 - Highland Capital Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 03/08/2018 - 2 Hours Per Month During Securities Trading. 7. 4/25/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 04/17/2019 - 2 Hours Per Month/1 Hour During Securities Trading. 8. 10/3/2019 - Advisor Resource Council - DBA: (Hybrid) Generations Financial Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 01/01/2020 - 120 Hours Per Month/120 Hours During Securities Trading. 9. 10/3/2019 - Advisor Resource Council - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Start Date: 01/01/2020 - 120 Hours Per Month/120 Hours During Securities Trading - I provide investment advisory services through Advisor Resource Council, an independent investment advisor firm. I started this business activity in Jan 2020. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 10. 6/9/2020 - Generations II - Investment Related - 6760 Horizon Dr., Heath, TX 75032 - Real Estate Rental - Started 08/06/2018 - 0 Hours Per Month. 11. 05/02/2024 - YMEF, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 02/26/2024 - 50 Hours Per Month/ During Trading 12. 11/15/2024 - 109 Jackson LLC - Real Estate Rental - Investment Related - Kauffman, TX - Start Date 04/14/2023 - 10 Hours Per Month/ During Trading
CRS (Client Relationship Summary) - RIA
Click below to view James Kirby Webb's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2002
Experience
Current
February 23, 2017 - Present
ADVISOR RESOURCE COUNCIL
Office #1: 6760 Horizon Road, Heath, TX 75032RIA
CRD#: 164109
Heath, TX
Current
February 23, 2017 - Present
LPL FINANCIAL LLC
Office #1: 6760 Horizon Road, Heath, TX 75032RIA
BD
CRD#: 6413
Heath, TX
Past
September 27, 2006 - February 24, 2017
EDWARD JONES
RIA
CRD#: 250
Terrell, TX
Past
January 28, 2003 - February 24, 2017
EDWARD JONES
BD
CRD#: 250
Terrell, TX
Past
February 16, 1995 - January 27, 2003
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
Past
August 4, 1993 - February 17, 1995
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AR
ADVISOR RESOURCE COUNCIL
360 WEALTH MANAGEMENT | WALTON & LOURCEY FINANCIAL STRATEGIES | VTI FINANCIAL | VALUES FIRST PLANNING | VALTRUM | TRUEWEALTH MANAGEMENT | THE TEXAS MONEY MANAGER | THE GATTS GROUP | THE AERO ADVISOR | TEXAS STATE FINANCIAL, INC. | TEAM 360 WEALTH MANAGEMENT | SIMMONS WEALTH MANAGEMENT | SILVERMAN LEGATE ADVISORY GROUP | SHELTON FINANCIAL GROUP | ROYAL STONE WEALTH MANAGEMENT | RLBROWN FINANCIAL | RIDGEMARK FINANCIAL | RDR WEALTH MANAGEMENT | PAX FINANCIAL GROUP, LLC | PARSONS WEALTH MANAGEMENT | ORION WEALTH MANAGEMENT | NAPA VALLEY FINANCIAL | MUSSO RETIREMENT ADVISORS | MISSION FINANCIAL ADVISORY SERVICES | MILLS & KERNAN WEALTH MANAGEMENT | MERIT WEALTH ADVISORS, INC. | MERIT WEALTH ADVISORS | MERGENT GROUP | MCLEMORE FINANCIAL GROUP | MAVERICK WEALTH MANAGEMENT | MAVEN WEALTH CONSULTING, LLC | LIGHTFORCE FINANCIAL | LEWIN WEALTH MANAGEMENT | LEMOINE WEALTH MANAGEMENT | KALIVER WEALTH MANAGEMENT | JOHN BAILEY FINANCIAL | JKL INVESTMENT MANAGEMENT | JDR WEALTH MANAGEMENT | JACKSON WEALTH MANAGEMENT | INTEGRATED WEALTH STRATEGIES | INDEPENDENT FINANCIAL STRATEGIES | HOPPER FINANCIAL SERVICES | GENERATIONS FINANCIAL MANAGEMENT | FURNEY FINANCIAL | FRONT LINE ADVISOR GROUP | FOUNDATION WEALTH PARTNERS | FAUBOURG PRIVATE WEALTH | ENCORE WEALTH MANAGEMENT | DON HUBBARD INVESTMENT SERVICES | DAVID H. YOUNG & ASSOCIATES | DARGATZ & COMPANY | DANSBY WEALTH MANAGEMENT | DALLAS FINANCIAL PLANNER | CSB WEALTH MANAGEMENT | COUNCIL FAMILY OFFICE | COJO BAY ADVISORS | COJO BAY ADVIORS, LLC | CASTRINOS FINANCIAL | CARDINAL WEALTH ADVISORS | BIGG FINANCIAL | BENGE FINANCIAL GROUP | BARFIELD WEALTH MANAGEMENT | AZAELA WEALTH PARTNERS | ASHLEY HODGE | ARK CAPITAL | ARC RETIREMENT CONSULTANTS | ARC ASSET MANAGEMENT | AMPLIO WEALTH MANAGEMENT | AIQ ASSET MANAGEMENT | ADVISOR RESOURCE COUNCIL | ABACUS WEALTH BUILDERS | 360 WEALTH PLANNERS LLC | 360 WEALTH PARTNERS | 360 WEALTH MANAGEMENT, LLC
CRD#: 164109 / SEC#: 801-76667
RIA
Registered Investment Advisory firm - (6/1/2012 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(2/23/2017)
RR
Colorado(1/8/2025)
RR
Florida(12/9/2021)
RR
Kansas(2/23/2017)
RR
Oklahoma(3/13/2017)
RR
Texas(2/23/2017)
IAR
Texas(2/23/2017)
RR
Virginia(2/23/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 6/21/1996
General Securities Sales Supervisor Examination (Options Module & General Module)SRO Registrations
RR
FINRA
Current Firm
AR
ADVISOR RESOURCE COUNCIL
360 WEALTH MANAGEMENT | WALTON & LOURCEY FINANCIAL STRATEGIES | VTI FINANCIAL | VALUES FIRST PLANNING | VALTRUM | TRUEWEALTH MANAGEMENT | THE TEXAS MONEY MANAGER | THE GATTS GROUP | THE AERO ADVISOR | TEXAS STATE FINANCIAL, INC. | TEAM 360 WEALTH MANAGEMENT | SIMMONS WEALTH MANAGEMENT | SILVERMAN LEGATE ADVISORY GROUP | SHELTON FINANCIAL GROUP | ROYAL STONE WEALTH MANAGEMENT | RLBROWN FINANCIAL | RIDGEMARK FINANCIAL | RDR WEALTH MANAGEMENT | PAX FINANCIAL GROUP, LLC | PARSONS WEALTH MANAGEMENT | ORION WEALTH MANAGEMENT | NAPA VALLEY FINANCIAL | MUSSO RETIREMENT ADVISORS | MISSION FINANCIAL ADVISORY SERVICES | MILLS & KERNAN WEALTH MANAGEMENT | MERIT WEALTH ADVISORS, INC. | MERIT WEALTH ADVISORS | MERGENT GROUP | MCLEMORE FINANCIAL GROUP | MAVERICK WEALTH MANAGEMENT | MAVEN WEALTH CONSULTING, LLC | LIGHTFORCE FINANCIAL | LEWIN WEALTH MANAGEMENT | LEMOINE WEALTH MANAGEMENT | KALIVER WEALTH MANAGEMENT | JOHN BAILEY FINANCIAL | JKL INVESTMENT MANAGEMENT | JDR WEALTH MANAGEMENT | JACKSON WEALTH MANAGEMENT | INTEGRATED WEALTH STRATEGIES | INDEPENDENT FINANCIAL STRATEGIES | HOPPER FINANCIAL SERVICES | GENERATIONS FINANCIAL MANAGEMENT | FURNEY FINANCIAL | FRONT LINE ADVISOR GROUP | FOUNDATION WEALTH PARTNERS | FAUBOURG PRIVATE WEALTH | ENCORE WEALTH MANAGEMENT | DON HUBBARD INVESTMENT SERVICES | DAVID H. YOUNG & ASSOCIATES | DARGATZ & COMPANY | DANSBY WEALTH MANAGEMENT | DALLAS FINANCIAL PLANNER | CSB WEALTH MANAGEMENT | COUNCIL FAMILY OFFICE | COJO BAY ADVISORS | COJO BAY ADVIORS, LLC | CASTRINOS FINANCIAL | CARDINAL WEALTH ADVISORS | BIGG FINANCIAL | BENGE FINANCIAL GROUP | BARFIELD WEALTH MANAGEMENT | AZAELA WEALTH PARTNERS | ASHLEY HODGE | ARK CAPITAL | ARC RETIREMENT CONSULTANTS | ARC ASSET MANAGEMENT | AMPLIO WEALTH MANAGEMENT | AIQ ASSET MANAGEMENT | ADVISOR RESOURCE COUNCIL | ABACUS WEALTH BUILDERS | 360 WEALTH PLANNERS LLC | 360 WEALTH PARTNERS | 360 WEALTH MANAGEMENT, LLC
CRD#: 164109 / SEC#: 801-76667
RIA
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Contact information
Main Address
15110 Dallas Parkway Suite 500, Dallas, TX 75248
Mailing Address
Phone number
(972) 421-1360
Established
Firm type
Fiscal year end
# of Employees
123
SEC notice filing (43 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 11,622 |
| AUM (Assets Under Management) | $ 3,015,318,532 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ADVISOR RESOURCE COUNCIL
CRD#: 164109Heath, TX 75032TRUST BUT VERIFY
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