Oxford, MS Access Road Office
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Advisor Resource Council
Multi-team
Firm-wide stats for Advisor Resource Council
About
Advisor Resource Council is an SEC-registered adviser that works with individuals (including high net worth clients), retirement plans, charitable organizations, and business entities, providing asset management, financial planning and consulting, retirement plan consulting, and referrals to third‑party money managers and wrap-fee programs. Services are delivered through a network of investment adviser representatives who may provide discretionary or nondiscretionary portfolio management and who also produce written financial plans or consultations as requested.
The firm’s investment process blends artificial intelligence tools with traditional fundamental analysis to construct a suite of model and separately managed account strategies under its AIQ platform (Advanced, Focused, Essentials, and Foundations), and it offers custom solutions including option-based strategies (e.g., spreads and box spreads) for eligible clients. Advisors also use third‑party platforms and sponsored programs (including several LPL advisory programs and Direct‑at‑Fund American Funds solutions) to match account size and client objectives to appropriate investment vehicles.
Compared with many multi‑team peers, ARC discloses a notable level of non‑investment affiliations: the firm owns a majority interest in ARC Insurance Ventures (a life and health insurance agency that also provides merchant services) and a 50% interest in ARC Insurance Consultants, and many IARs are licensed insurance agents who may sell insurance products for separate compensation. The brochure also describes arrangements by which some IARs coordinate estate‑planning document preparation with independent attorneys or law firms (and, in certain circumstances, the firm may subsidize those legal fees), which the firm says is handled through independent engagements rather than in‑house legal services.
Based on Advisor Resource Council
Expertise
Based on Advisor Resource Council
Demographic focus
Based on Advisor Resource Council
Location
1300 Access Road, Suite 200
Oxford MS 38655
Advisors at this office
3
Advisors at this office
David B
Series 63, Series 65
Oxford, MS
Advisor Resource Council
David Bennett is a financial advisor with Advisor Resource Council, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked for Next Financial Group Inc from 2012 to 2021 before joining Advisor Resource Council in 2021. In addition to his advisory role, he is also licensed to sell life and health insurance products. Advisor Resource Council is an SEC-registered advisory firm that serves individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with traditional fundamental analysis to offer a range of portfolio strategies, including custom option-based solutions, and coordinates with third-party platforms to tailor investment vehicles to client objectives.
Justin C
CFP®, Series 66
Oxford, MS
Advisor Resource Council
Justin Childress is a CFP® with 15 years of industry experience, currently affiliated with Advisor Resource Council. His prior experience includes roles at Merrill, Morgan Stanley, Cetera, and Region Bank. He is based in Oxford, MS. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence with fundamental analysis to manage portfolios through its AIQ platform and offers customized investment solutions, including options strategies.
Daniel B
CFP®, Series 63, Series 65
Oxford, MS
Advisor Resource Council
Daniel Barfield is a CFP® with 30 years of industry experience, currently serving at Advisor Resource Council since 2019. He previously held roles at Accelerate Retirement, Barfield Wealth Management, NEXT Financial Group, Inc., and has maintained an ongoing position at Barfield & Associates PC, a CPA firm. Outside of financial advising, he is involved as a 50% owner in The Scout Guide, a print and online advertising business. Advisor Resource Council is an SEC-registered firm that serves individuals, retirement plans, charitable organizations, and businesses by offering asset management, financial planning, and consulting services. The firm combines artificial intelligence tools with fundamental analysis to provide model and separately managed account strategies, alongside custom investment solutions and partnerships with third-party platforms.
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