360 Wealth Management, LLC

360 Wealth Management, LLC (CRD# 164109) is a financial advisory firm headquartered in Dallas, TX. They manage $730,006,368 in 4,217 accounts and serve the financial needs of clients across 29 states (or territories).

By the Numbers
  • Total Assets Under Management
    730
    MILLION
  • Total Number of Accounts
    4,217
    ACCOUNTS
  • Average Account Value
    $173,110
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AR, AZ, CA, CO, FL, GA, IA, IL, KS, KY, LA, MN, MO, MS, NC, NE, NH, NM, NV, OH, OK, OR, PA, SC, TN, TX, VA, WA

Financial Advisors at 360 Wealth Management, LLC
Showing 1 - 10 of 61 top financial advisors.
1
Eric S. Shaffer
CRD#: 2626686
17300 North Dallas Parkway, Suite 2065, Dallas, TX 75248
101
Wealthminder
score

Eric Shaffer (CRD# 2626686) is an Investment Advisor Representative working at 360 Wealth Management, LLC in Dallas, TX and has over 19 years of experience in the finance industry. Eric Shaffer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Sheldon M. Benge
CRD#: 5409739
112 N. Oak St, Roanoke, TX 76262
96
Wealthminder
score

Sheldon Benge (CRD# 5409739) is an Investment Advisor Representative working at 360 Wealth Management, LLC in Roanoke, TX and has over 10 years of experience in the finance industry. Sheldon Benge has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Gary C. Cowles
CRD#: 4757518
17300 North Dallas Parkway, Suite 2065, Dallas, TX 75248
96
Wealthminder
score

Gary Cowles (CRD# 4757518) is an Investment Advisor Representative working at 360 Wealth Management, LLC in Dallas, TX and has over 14 years of experience in the finance industry. Gary Cowles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Steven J. Diamond
CRD#: 2795247
17300 N Dallas Parkway, Ste 2065, Dallas, TX 75248
96
Wealthminder
score

Steven Diamond (CRD# 2795247) is an Investment Advisor Representative working at 360 Wealth Management, LLC in Dallas, TX and has over 21 years of experience in the finance industry. Steven Diamond has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Marcella K. Furney
CRD#: 1880380
17300 North Dallas Parkway, Suite 2065, Dallas, TX 75248
96
Wealthminder
score

Marcella Furney (CRD# 1880380) is an Investment Advisor Representative working at 360 Wealth Management, LLC in Dallas, TX and has over 29 years of experience in the finance industry. Marcella Furney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Donald W. Hubbard
CRD#: 4023073
903 N. Main Street, Weatherford, TX 76086
96
Wealthminder
score

Donald Hubbard (CRD# 4023073) is an Investment Advisor Representative working at 360 Wealth Management, LLC in Weatherford, TX and has over 18 years of experience in the finance industry. Donald Hubbard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Amy G. Legate
CRD#: 4570551
5300 Town & Country Blvd, Ste 160, Frisco, TX 75034
96
Wealthminder
score

Amy Legate (CRD# 4570551) is an Investment Advisor Representative working at 360 Wealth Management, LLC in Frisco, TX and has over 13 years of experience in the finance industry. Amy Legate has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
John D. Mitchell
CRD#: 2446030
1300 E. 9th St, Ste 10, Edmond, OK 73034
96
Wealthminder
score

John Mitchell (CRD# 2446030) is an Investment Advisor Representative working at 360 Wealth Management, LLC in Edmond, OK and has over 24 years of experience in the finance industry. John Mitchell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
John C. Peterson
CRD#: 5135281
Coppell, TX
96
Wealthminder
score

John Peterson (CRD# 5135281) is an Investment Advisor Representative working at 360 Wealth Management, LLC in Coppell, TX and has over 12 years of experience in the finance industry. John Peterson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Lawrence D. Silverman
CRD#: 2113920
5300 Town & Country Blvd, Ste 160, Frisco, TX 75034
96
Wealthminder
score

Lawrence Silverman (CRD# 2113920) is an Investment Advisor Representative working at 360 Wealth Management, LLC in Frisco, TX and has over 27 years of experience in the finance industry. Lawrence Silverman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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