Renee Wilkinson (CRD# 2423900) is an Investment Advisor Representative working at 360 Wealth Management, Inc. in Scottsdale, AZ and has over 28 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 360 Wealth Management, Inc. | Scottsdale, AZ | Mar 2009 - Current | 15 |
| 360 Wealth Management, Inc. | Scottsdale, AZ | Mar 2007 - Current | 17 |
| Arizona Realty One Group | Scottsdale, AZ | Mar 2007 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1995 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2009 |
- AZ
-
Total Assets Under Management21MILLIONS
-
Total Number of Accounts148ACCOUNTS
-
Average Account Value$143,235
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA
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