Kevin Andrew Carswell

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

• 12/2008 → Present
  Lpl Financial, Llc
  Tyler, TX
• 12/2015 → Present
  Advisor Resource Council (Formerly: 360 Wealth Management, Llc)
  Tyler, TX

Previous Registrations

• 2003-08-29 → 2008-12-20
  Citigroup Global Markets Inc.
  Tyler, TX
  Tyler, TX
• 2001-04-12 → 2003-09-03
  Morgan Keegan & Company, Llc
  Tyler, TX

Other Businesses

1. 03/30/2011: No Business Name - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 5% Time Spent - Disability Insurance 2. 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. 3. 1/7/2021 - Azalea Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 1/4/2021- 160 Hours Per Month/8 Hours During Securities Trading. 4. 1/15/2021 - AZALEA WEALTH PARTNERS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 01/15/2021 - 160 Hours Per Month/8 Hours During Securities Trading. 5. 2/23/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 02/12/2021 - 2 Hours Per Month During Securities Trading - IUL life insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-02-23
• S63 Uniform Securities Agent State Law Examination
  1986-10-02