Mathew C. Welsh
ADVISOR RESOURCE COUNCIL
Dallas, TX 75248
Some features on this profile are disabled
CRD#: 4639062
Professional summary
Mathew Clayton Welsh, CFP®, who also goes by Mathew C Welsh, is a registered financial advisor currently at ADVISOR RESOURCE COUNCIL located in Dallas, Texas and LPL FINANCIAL LLC located in Dallas, Texas.
Mathew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Mathew has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Mathew C Welsh
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. 11/12/2014 - 360 WEALTH MANAGEMENT, LLC/ DBA ONLY/ 100%/ DALLAS, TX 2. 2/21/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 02/07/2017 - 1 Hour Per Month/0 Hours During Securities Trading. 3. 6/5/2018 - Team 360 Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:05/23/2018 - 40 Hour(s) Per Month/40 Hour(s) During Trading. 4. 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. 5. 10/3/2019 - Advisor Resource Council - DBA: (Hybrid) Team 360 Wealth 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. 6. 7/6/2021 - Advisor Resource Council - DBA: 360 Wealth Planners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 06/29/2021 - 120 Hours Per Month During Securities Trading - Time Spent 75% - I provide investment advisory services through Advisor Resource Council, an independent investment advisor firm. I started this business activity in 06/2021. 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. 7. 08/04/2021 - 360 Wealth Planners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 06/29/2021 - 120 Hours Per Month/120 Hours During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Mathew Clayton Welsh'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: 2021
Experience
Current
January 24, 2017 - Present
ADVISOR RESOURCE COUNCIL
Office #1: 15110 Dallas Parkway Suite 500, Dallas, TX 75248RIA
CRD#: 164109
Dallas, TX
Current
November 20, 2014 - Present
LPL FINANCIAL LLC
Office #1: 15110 Dallas Pkwy Suite 500, Dallas, TX 75248RIA
BD
CRD#: 6413
Dallas, TX
Past
January 27, 2010 - January 28, 2013
LPL FINANCIAL LLC
BD
CRD#: 6413
DALLAS, TX
Past
September 15, 2009 - November 3, 2009
UVEST FINANCIAL SERVICES GROUP, INC.
BD
CRD#: 13787
DESOTO, TX
Past
March 24, 2005 - June 16, 2009
LPL FINANCIAL LLC
BD
CRD#: 6413
DALLAS, TX
Past
May 1, 2003 - May 30, 2003
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
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
Alaska(6/16/2020)
RR
Arizona(1/25/2019)
RR
Arkansas(1/28/2019)
RR
California(6/9/2020)
RR
Colorado(6/16/2020)
RR
Florida(11/5/2020)
RR
Iowa(11/9/2023)
RR
Louisiana(6/9/2020)
RR
Maryland(2/8/2024)
RR
Michigan(11/7/2024)
RR
Minnesota(8/5/2024)
RR
Mississippi(11/8/2024)
RR
Missouri(11/7/2024)
RR
Montana(12/3/2021)
RR
New Mexico(11/7/2024)
RR
North Carolina(1/25/2019)
RR
Ohio(11/8/2024)
RR
Oklahoma(6/8/2020)
RR
Oregon(6/9/2020)
RR
Pennsylvania(7/11/2024)
RR
South Dakota(7/4/2025)
RR
Tennessee(7/12/2023)
RR
Texas(12/9/2014)
IAR
Texas(1/24/2017)
RR
Utah(7/4/2025)
RR
Vermont(11/7/2024)
RR
Washington(6/9/2020)
RR
Wisconsin(11/7/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ADVISOR RESOURCE COUNCIL
CRD#: 164109Dallas, TX 75248TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
