Gary
Cowles

360 Wealth Management, LLC

CRD#4757518
Investment Advisor
in Dallas, TX
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About this Advisor

Gary Cowles is a certified financial planner based in Dallas, Texas, with 20 years of experience as a financial advisor. Cowles is on the advisory team at 360 Wealth Management, LLC. Their career trajectory has included roles at Prim Fncl Svces, Bombardier Aerospace, Lpl Financial, LLC, Lpl Financial, Jhfn Sii and 360 Wealth Management, LLC. Cowles holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Texas. 360 Wealth Management, LLC is a registered investment firm operating out of Dallas, Texas. The investment advisory business has offices in 41 locations and a total of 92 advisors. It oversees $900 million in assets between its 4,765 accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm provides services to 10 charities and foundations. Of its 4,765 accounts, just 6% are associated with high-net-worth investors who have more than $1 million in assets available to invest. 360 Wealth Management, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees depend on which services the firm provides the client. However, fees charged by 360 Wealth Management, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

20 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

No

Office Location

17300 North Dallas Parkway Suite 2065
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

Gary Cowles Work History

Gary has 20 years of experience.

2014 - Present (5 years)

Lpl Financial, LLC

2014 - Present (5 years)

360 Wealth Management, LLC

2011 - 2014 (3 years)

Jhfn Sii

2009 - 2011 (2 years)

Lpl Financial

2003 - 2009 (6 years)

Prim Fncl Svces

1998 - 2009 (11 years)

Bombardier Aerospace

Disclosures

Gary Cowles has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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