360 Wealth Management, LLC
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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
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
Marcella Furney Work History
Marcella has 15 years of experience.
360 Wealth Management LLC
Lpl Financial, LLC
Invest Financial Corp
Marcella Furney has no disclosures.
Please visit their SEC profile for more details.