360 Wealth Management

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About 360 Wealth Management

See Disclosures

General Information

CRD#

7451096

Firm CRD#

States Licensed in

OK, TX, CA, WA, CO, KS, NE, ND, LA, GA, AR, PA, VA

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, Tax Advice and Services, Wealth Management

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Securities Licenses

Series 65

Compensation and Fees

Fee Structure

Fee-Only

Disclosures

p>PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Advisors associated with 360 Wealth Management may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA & SIPC, and investment advisor representatives of Advisor Resource Council; or (2) solely investment advisor representatives of Advisor Resource Council, and not affiliated with LPL Financial. Investment advice offered through Advisor Resource Council, a registered investment advisor. Advisor Resource Council and 360 Wealth Management are separate entities from LPL Financial.

Paladin Advisors

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