360 Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
360 Wealth Management, LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Lpl Financial, LLC
360 Wealth Management, LLC
Prim Fncl Svces
Gary Cowles has no disclosures.
Please visit their SEC profile for more details.