Dallas, TX (PRWEB) October 08, 2015
360 Wealth Management LLC of Dallas is proud to announce the hiring of Sarah Pais, who will manage their growing operations and compliance departments. Sarah joins 360 Wealth Management from RBC Wealth Management where she held the Administrative Complex Manager position. In the 2 and half years with RBC she facilitated the onboarding of over $800 million AUM. Previous experience in risk and compliance with Ameriprise Financial make her uniquely qualified to lead these two departments. "It is really exciting to be a part of such a rapidly growing organization with a great value proposition for the independent advisor," Pais said.
360 Wealth Management was formed by Brandon Day, Chad Atkins, and Sean Kernan in 2012 to combine the expertise of the 3 partners in supporting other advisors. The firm has rapidly grown to support over 50 advisors using the LPL Financial hybrid RIA platform. It currently custodies over $1 billion of assets with LPL (includes both brokerage and advisory accounts). As the firm has grown, the partners have recognized the need to add other outstanding professionals such as Sarah. 360 was created for advisors, by advisors, and looks forward to attracting more successful advisors who want to explore the independent business model with extra support.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through 360 Wealth Management LLC, a registered investment advisor and separate entity from LPL Financial.