Marcella
Furney

360 Wealth Management, LLC

CRD#1880380
Investment Advisor
in Dallas, TX
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About this Advisor

Marcella Furney is a certified financial planner and chartered financial consultant whose office is in Dallas, Texas. Currently a registered investment advisor with 360 Wealth Management, LLC, they have accumulated 15 years of professional experience as a registered investment advisor. Furney holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Furney can act as a financial advisor in Texas. During their career, the advisor has held roles at Invest Financial Corp, 360 Wealth Management LLC and Lpl Financial, LLC. 360 Wealth Management, LLC is headquartered in Dallas, Texas, and has 41 brick-and-mortar locations throughout the United States. As a firm, 360 Wealth Management, LLC manages $900 million in assets across 4,765 accounts and employs more than 92 people. The firm's total assets under management makes it one of the larger financial advisory firms in the United States. The firm manages 4,573 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 6% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. 360 Wealth Management, LLC can provide 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, Chartered Financial Consultant

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

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

Marcella Furney Work History

Marcella has 15 years of experience.

2016 - Present (3 years)

360 Wealth Management LLC

2016 - Present (3 years)

Lpl Financial, LLC

2003 - 2016 (13 years)

Invest Financial Corp

Disclosures

Marcella Furney has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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