David
Medlin

360 Wealth Management, LLC

CRD#2577114
Investment Advisor
in Dallas, TX
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About this Advisor

David Medlin is a certified financial planner whose office is in Dallas, Texas. Currently an investment advisor with 360 Wealth Management, LLC, they have gathered a notable 23 years of experience in the financial advisory industry. Medlin holds a Series 63 license, which qualifies the advisor as a securities agent. Medlin is registered to advise customers based out of Texas. Throughout their career, Medlin has worked at American Express Financial Advisors Inc, Ids Life Insurance Company, Lpl Financial LLC (6413) and 360 Wealth Management, LLC. 360 Wealth Management, LLC is headquartered in Dallas, Texas, and operates out of 41 other brick-and-mortar locations in the United States. Overall, 360 Wealth Management, LLC oversees $900 million in assets throughout 4,765 accounts and employs more than 92 people. The firm's total assets under management makes it one of the bigger firms in the country. The firm manages 4,573 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 6% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. 360 Wealth Management, LLC provides financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

23 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

17300 N. Dallas Parkway
Dallas, TX 75248

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360 Wealth Management, LLC Brokerage Details

Total Assets Under Management

$1,248,527,726

TX Average: $3,042,739,679
Total Number of Employees

116

TX Average: 49
Total Number of Accounts

6,682

TX Average: 2,315
Average Account Size

$186,849

TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

David Medlin Work History

David has 23 years of experience.

2015 - Present (4 years)

Lpl Financial LLC (6413)

2015 - Present (4 years)

360 Wealth Management, LLC

1995 - 2015 (20 years)

American Express Financial Advisors Inc

1995 - 2015 (20 years)

Ids Life Insurance Company

Disclosures

David Medlin has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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