360 Wealth Management, LLC
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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
Years of Experience
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360 Wealth Management, LLC Brokerage Details
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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.
Lpl Financial LLC (6413)
360 Wealth Management, LLC
American Express Financial Advisors Inc
Ids Life Insurance Company
David Medlin has disclosures.
Please visit their SEC profile for more details.