James
Webb

360 Wealth Management, LLC

CRD#4505044
Investment Advisor
in Dallas, TX
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About this Advisor

James Webb is an advisor whose office is in Dallas, Texas. Currently a registered financial advisor with 360 Wealth Management, LLC, they have gathered 16 years of professional experience as a financial advisor. Webb maintains Series 63 and Series 66 licenses, certifying them as a securities representative. Webb is registered to work with customers based out of Texas. Over the course of their career, Webb has held roles at Edward Jones, Lpl Finanacial, LLC and 360 Wealth Management, LLC. 360 Wealth Management, LLC is located in Dallas, Texas, and has 41 locations across the country. In aggregate, 360 Wealth Management, LLC oversees $900 million in assets throughout 4,765 client accounts and employs more than 92 people. The level of assets currently under the firm's management makes it one of the bigger investment advisory firms in the nation. The firm manages 4,573 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 6% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. 360 Wealth Management, LLC offers financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

16 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

$900,048,308

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

92

TX Average: 49
Total Number of Accounts

4,765

TX Average: 2,315
Average Account Size

$188,887

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

James Webb Work History

James has 16 years of experience.

2016 - Present (3 years)

Lpl Finanacial, LLC

2016 - Present (3 years)

360 Wealth Management, LLC

2002 - 2016 (14 years)

Edward Jones

Disclosures

James Webb has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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