Kenny
Cutler

360 Wealth Management, LLC

CRD#1276100
Investment Advisor
in Dallas, TX
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 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

Yes

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

Kenny Cutler Work History

Kenny has 15 years of experience.

2018 - Present (1 years)

Lpl Financial, LLC

2018 - Present (1 years)

360 Wealth Management

2010 - 2018 (8 years)

Cambridge Investment Research Advisors, Inc

2010 - 2018 (8 years)

Cambridge Investment Research, Inc

2009 - 2010 (1 years)

Etexfinancial, Inc

2003 - 2009 (6 years)

Geneos Wealth Management, Inc

Disclosures

Kenny Cutler has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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