Travis Bryan Floyd
Financial advisor at Advisor Resource Council · Southlake, TX
Last updated 2026-10-10
Claim your profileTravis Bryan Floyd is a financial advisor at Advisor Resource Council in Southlake, TX, CRD 5725945. Licenses and exams on the registration: Series 66. IAPD registration began 2009-12-11.
Registration
- CRD number
- 5725945
- Registration status
- Active
- IAPD registration
- 2009-12-11
- Industry Experience
- 16 years
- Work Experience
- 14 years
- States registered
- TX
Licenses and exams
- Series 66
Work history
- 2012-10 to 2017-10 · J.P. Morgan Securities LLC · Roanoke, TX
- 2017-10 to Present · Lpl Financial, LLC · Southlake, TX
- 2017-10 to 2018-09 · Level Four Advisory Services LLC · Southlake, TX
- 2018-07 to Present · Advisor Resource Council (formerly: 360 Wealth Management, LLC) · Southlake, TX
Current employment
- Advisor Resource Council · Dallas, TX
Advisor Resource Council
- Regulatory AUM
- $3,486,476,414
- Registered advisors
- 86
- Offices
- 66
- Clients per advisor
- 137.6 (High)
- Average AUM per client
- $294.6K (Low)
- High-net-worth client ratio
- 18.0% (Moderate)
Advisor Resource Council: advisors, services and reported ETF investments
About
Travis Bryan Floyd is a financial advisor at Advisor Resource Council in Southlake, TX. Reported securities licenses include Series 66. The latest record indicates 16 years of industry experience and 14 years of reported work history. Reported roles include Advisor Resource Council (formerly: 360 Wealth Management, LLC), Lpl Financial, LLC, Level Four Advisory Services LLC, J.P. Morgan Securities LLC.
SEC disclosures list additional business and community activities: 1: 10/27/2017 - level four insurance services, llc - investment related - at reported business location(s) - non-variable insurance - 10 hours per month/2 hours during securities trading - time spent 5%; 2.
Advisor Resource Council's firm-level Form ADV reports 86 advisors across 66 offices; approximately 137.6 clients per advisor, average assets per client of $294,565, and regulatory AUM of $3.5B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $193.7M across 136 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Travis Bryan Floyd personally.
Reported ETF positions
Advisor Resource Council reports 136 ETF positions worth $193.7M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPY — SPDR S&P 500 ETF TRUST | $58.2M |
| RSP — Invesco S&P 500 Equal Weight ETF | $13.6M |
| XLK — State Street Technology Select Sector SPDR ETF | $5.8M |
| BUFR — FT Vest Laddered Buffer ETF | $5.2M |
| GLD — SPDR Gold Shares | $3.9M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Advisor Resource Council's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $482.4K | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $482.4K | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | VCIT — Vanguard Intermediate-Term Corporate Bond ETF | $521.6K | Top 99.0% | Residual alpha +0.70% · Residual Sharpe 0.11 |
| Diversification Benefits | NEAR — iShares Short Duration Bond Active ETF | $307.3K | Top 99.3% | Replicability (R²) 35.2% · Residual Sharpe 1.25 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Advisor Resource Council on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Insurance Company or Agency
Location
700 N Carroll Ave, Southlake, TX 76092
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: (972) 421-1360
- Website: bengefinancial.com
- Youtube
Official record
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