Wealth 360, LLC
Wealth 360, LLC (CRD# 141663) is a financial advisory firm headquartered in Suwanee, GA. They manage $15,150,413 in 158 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management15MILLION
Total Number of Accounts158ACCOUNTS
Average Account Value$95,889
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
Christopher Staples (CRD# 4520166) is an Investment Advisor Representative working at Wealth 360, LLC in Suwanee, GA and has over 15 years of experience in the finance industry. Christopher Staples 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.
Tracey Gordineer (CRD# 6179365) is an Investment Advisor Representative working at Wealth 360, LLC in Suwanee, GA and has over 4 years of experience in the finance industry.