Charles Scott Berry

Advisor Resource Council

20 Years of Experience

1 DisclosureBroker

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Advisor Resource Council

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

78 advisors

Number of Clients

11,572 clients

Average Client Portfolio

$261K average

Assets Under Management

$3.0B

Fee Structure

Minimum Investment:None

Location

15110 Dallas Parkway, Suite 500, Dallas, TX, 75248

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History

Regulatory History (1)

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Customer Dispute

June 2006

Denied

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Other Business Activities

Charles operates CSB Wealth Management, LLC as a DBA for his LPL business. He also provides investment advisory services through Advisor Resource Council, spending nearly full-time on this activity.