Steven Jay Diamond

Employer firm

Advisor Resource Council CRD 164109

$3.49B regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2002 → 02/2025
  Lpl Financial Llc
  Napa, CA
• 06/2012 → Present
  Advisor Resource Council (Dba: 360 Wealth Management)
  Napa, CA

Previous Registrations

• 2002-11-19 → 2020-10-06
  Lpl Financial Llc
  Napa, CA
  Irving, TX
  Dallas, TX
  Southlake, TX
  Napa, CA
  Dallas, TX
• 1999-06-23 → 2002-12-06
  Prospera Financial Services, Inc.
  Coppell, TX

Other Businesses

1. 10/01/2010 - NON-VARIABLE INSURANCE,LIFE INS AGENT DOING DIRECT BUSINESS W/COMPANIES SUCH AS PACIFIC LIFE AND PLUS GROUP OF TEXAS, 1%. 2. 10/29/2015 * Real Estate Rental * NOT INV REL * 3300 Wailea Alanui Drive, Wailea, Maui * START 10/14/15 * 4 HRS/MO NOT DURING SECS TRDG HRS. 3. 10/2/2019 - Advisor Resource Council - DBA: (Hybrid) 360 Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 01/01/2020 - 120 Hours Per Month/120 Hours During Securities Trading. 4. 10/2/2019 - Advisor Resource Council - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 01/01/2020 - 120 Hours Per Month/120 Hours During Securities Trading - I provide investment advisory services through Advisor Resource Council, an independent investment advisor firm. I started this business activity in Jan 2020. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address,the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. Hidden Glen HOA, Not Investment Related, 11 Glory Court, Napa CA 94558, Home Owners Association, Board Member, 1/2025, 4 hours a month, 0 Hours during trading hours, General board member duties but no duties as treasurer

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-12-30

Designations

• Certified Financial Planner

Other Names

• Steve Diamond