Canopy 360 Wealth, LLC

Canopy 360 Wealth, LLC (CRD# 296771) is a financial advisory firm headquartered in Ocala, FL. They manage $260,628,490 in 772 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    261
    MILLION
  • Total Number of Accounts
    772
    ACCOUNTS
  • Average Account Value
    $337,602
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Canopy 360 Wealth, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Russell C. Lindsay
CRD#: 5048368
104 Se 1st Avenue, Suite B, Ocala, FL 34471

Russell Lindsay (CRD# 5048368) is an Investment Advisor Representative working at Canopy 360 Wealth, LLC in Ocala, FL and has over 18 years of experience in the finance industry.

2
Jamie G. Losito
CRD#: 5988247
104 Se 1st Avenue, Suite B, Ocala, FL 34471

Jamie Losito (CRD# 5988247) is an Investment Advisor Representative working at Canopy 360 Wealth, LLC in Ocala, FL and has over 9 years of experience in the finance industry.

3
Lance M. Powers
CRD#: 5607722
104 Se 1st Avenue, Suite B, Ocala, FL 34471

Lance Powers (CRD# 5607722) is an Investment Advisor Representative working at Canopy 360 Wealth, LLC in Ocala, FL and has over 15 years of experience in the finance industry.

4
Tatyana E. Kozlovska
CRD#: 7726790
104 Se 1st Avenue, Suite B, Ocala, FL 34471

Tatyana Kozlovska (CRD# 7726790) is an Investment Advisor Representative working at Canopy 360 Wealth, LLC in Ocala, FL and has 1 year of experience in the finance industry.

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