360 Wealth Management, LLC

360 Wealth Management, LLC (CRD# 164109) is a financial advisory firm headquartered in Dallas, TX. They manage $600,000,000 in 3,500 accounts and serve the financial needs of clients across 29 states (or territories).

By the Numbers
  • Total Assets Under Management
    600
    MILLION
  • Total Number of Accounts
    3,500
    ACCOUNTS
  • Average Account Value
    $171,429
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)
  • Educational seminars/workshops
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, AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, KY, LA, MN, MO, MS, NC, NE, NH, NM, NV, OK, OR, PA, SC, TN, TX, VA, WA

Financial Advisors at 360 Wealth Management, LLC
Showing 1 - 10 of 51 top financial advisors.
1
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 12 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.

2
Brandon J. Day
CRD#: 4715355
17300 North Dallas Parkway, Suite 2065, Dallas, TX 75248
96
Wealthminder
score

Brandon Day (CRD# 4715355) is an Investment Advisor Representative working at 360 Wealth Management, LLC in Dallas, TX and has over 13 years of experience in the finance industry. Brandon Day 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
Steven J. Diamond
CRD#: 2795247
413 W. Bethel Road, Suite 203, Coppell, TX 75019
96
Wealthminder
score

Steven Diamond (CRD# 2795247) is an Investment Advisor Representative working at 360 Wealth Management, LLC in Coppell, TX and has over 19 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.

4
Marcella K. Furney
CRD#: 1880380
17000n. Dallas Parkway, Ste 126, 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 28 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.

5
Darryl W. Lyons
CRD#: 4119073
270 N. Loop 1604 E., Ste 200, San Antonio, TX 78232
96
Wealthminder
score

Darryl Lyons (CRD# 4119073) is an Investment Advisor Representative working at 360 Wealth Management, LLC in San Antonio, TX and has over 16 years of experience in the finance industry. Darryl Lyons 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
John C. Peterson
CRD#: 5135281
413 W. Bethel Road, Suite 203, Coppell, TX 75019
96
Wealthminder
score

John Peterson (CRD# 5135281) is an Investment Advisor Representative working at 360 Wealth Management, LLC in Coppell, TX and has over 10 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.

7
Eric S. Shaffer
CRD#: 2626686
17300 North Dallas Parkway, Suite 2065, Dallas, TX 75248
96
Wealthminder
score

Eric Shaffer (CRD# 2626686) is an Investment Advisor Representative working at 360 Wealth Management, LLC in Dallas, TX and has over 17 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.

8
Laura L. Simpson
CRD#: 5236307
270 N. Loop 1604 E., Ste. 200, San Antonio, TX 78232
96
Wealthminder
score

Laura Simpson (CRD# 5236307) is an Investment Advisor Representative working at 360 Wealth Management, LLC in San Antonio, TX and has over 7 years of experience in the finance industry. Laura Simpson 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
Thomas G. Stecik
CRD#: 2150692
17300 North Dallas Parkway, Suite 2065, Dallas, TX 75248
96
Wealthminder
score

Thomas Stecik (CRD# 2150692) is an Investment Advisor Representative working at 360 Wealth Management, LLC in Dallas, TX and has over 25 years of experience in the finance industry. Thomas Stecik 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
Bradley M. Weddle
CRD#: 1865274
3330 N. Galloway Ave., Mesquite, TX 75150
96
Wealthminder
score

Bradley Weddle (CRD# 1865274) is an Investment Advisor Representative working at 360 Wealth Management, LLC in Mesquite, TX and has over 28 years of experience in the finance industry. Bradley Weddle 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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