360 Wealth Management, LLC
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About this Advisor
Kenny Cutler is a certified financial planner who works in Dallas, Texas. Currently a registered investment advisor at 360 Wealth Management, LLC, they have accrued 15 years of professional experience as a financial advisor. Cutler has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Cutler can act as a financial advisor based out of Texas. Their career trajectory has included roles at Cambridge Investment Research Advisors, Inc, Geneos Wealth Management, Inc, Etexfinancial, Inc, Cambridge Investment Research, Inc, Lpl Financial, LLC and 360 Wealth Management. 360 Wealth Management, LLC is based out of Dallas, Texas, and operates out of 41 additional locations in the nation. As a firm, 360 Wealth Management, LLC oversees $900 million in assets across 4,765 client accounts and employs more than 92 people. The level of assets currently under the firm's management places it among the bigger investment advisory firms in the country. The firm manages 4,573 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 6% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. 360 Wealth Management, LLC can offer 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
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
Kenny Cutler Work History
Kenny has 15 years of experience.
Lpl Financial, LLC
360 Wealth Management
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Geneos Wealth Management, Inc
Kenny Cutler has disclosures.
Please visit their SEC profile for more details.