Sheldon Benge, financial advisor Roanoke TX
96 score

Sheldon Benge

CRD Number: 5409739
Current Firm: 360 Wealth Management, LLC

Sheldon Benge (CRD# 5409739) is an Investment Advisor Representative working at 360 Wealth Management, LLC in Roanoke, TX and has over 9 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.

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Professional Designations
Company Name Location Dates Years
360 Wealth Management LLC Dallas, TX Oct 2016 - Current 1
Lpl Financial LLC Roanoke, TX Sep 2016 - Current 1
Wells Fargo Advisors LLC Southlake, TX Feb 2010 - Sep 2016 6
The Ayco Company, L.p./mercer Allied Dallas, TX May 2007 - Feb 2010 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Sheldon M. Benge
Phone Number: 972-421-1360
Firm Website: http://www.360wm.net
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    730
    MILLIONS
  • 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

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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