Brandon Fresard, financial advisor Southlake TX

Brandon Fresard

CRD Number: 5356787
Current Firm: Advisor Resource Council

Brandon Fresard (CRD# 5356787) is an Investment Advisor Representative working at Advisor Resource Council in Southlake, TX and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Southlake, TX Jan 2019 - Current 5
Advisor Resource Council (formerly: 360 Wealth Management, Llc) Southlake, TX Jan 2019 - Current 5
Foundation Wealth Partners Southlake, TX Dec 2018 - Current 5
Dober - Vend Little Elm, TX Jun 2017 - Current 6
Usaa Financial Planning Services Addison, TX Jan 2014 - Dec 2018 4
Usaa Financial Advisors, Inc. Addison, TX Jan 2014 - Dec 2018 4
Usaa Investment Management Company San Antonio, TX Jan 2014 - Dec 2018 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Brandon R. Fresard
Phone Number: (972) 421-1360
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,453
    MILLIONS
  • Total Number of Accounts
    12,244
    ACCOUNTS
  • Average Account Value
    $200,328
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

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