David Keith Brown
Investment adviser representative at Advisor Resource Council
25 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$3.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Advisor Resource CouncilApr 2024 to now
- Advvisor Resource CouncilApr 2024 to now
- LPL Financial, LLCJun 2001 to now
- Wcg Wealth Advisors, LLC (dba: the Wealth Consulting Group)Jan 2019 to Apr 2024
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Advisor Resource Council
$3.5BAssets managed
11,836Clients
84Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2238374
- Firm CRD
- 164109