Samuel Elliot Rodriguez
Investment adviser representative at Advisor Resource Council
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Advisor Resource CouncilJul 2018 to now
- Advisor Resource Council (formerly: 360 Wealth Management, LLC)Jul 2018 to now
- Level Four Advisory Services LLCJul 2017 to Sep 2018
- LPL Financial, LLCSep 2016 to Nov 2022
- 360 Wealth Management, LLCSep 2016 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (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
- 4797665
- Firm CRD
- 164109