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Advisor Resource Council

Advisor Resource Council

We are partnered with Advisor Resource Council. For more information follow this link: https://www.advisorresourcecouncil.com/

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

 

Location

103 N Armstrong Street
Suite 206
Bixby OK 74008

P: 918-209-5367
E: Info@360WM.net

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through 360 Wealth Management, a dba of Advisor Resource Council, a Registered Investment Advisor. 360 Wealth Management and Advisor Resource Council are separate entities from LPL Financial. 

360 Wealth Management contracts with individuals who are Registered Representatives of LPL Financial and Investment Adviser Representatives of Advisor Resource Council. Although we operate our business under the name 360 Wealth Management, we are possibly subject to differing obligations and limitations and may be able to provide differing products or services. ARC ADV Part 2A   ARC ADV Part 3/CRS

AIQ Asset Management is a wealth management platform offered through Advisor Resource Council.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. LPL Financial Form CRS

2023, 2024 & 2025 FORBES Top RIA Firm

No compensation was given or received for acquiring and advertising this ranking. Criteria for this ranking can be found HERE.
 

The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. 

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.

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