Dallas, Texas (PRWEB) May 12, 2016
360 Wealth Management LLC of Dallas is proud to announce the affiliation of John Bailey. John has been a financial advisor for the last 19 years and is native of Temple. John is married to Angie. John and Angie have two daughters Annie (13), and Katie, (10) and a son Tucker (4). John graduated from Texas A& M University and Specializes in investing and planning for retirement, and holds a CERTIFIED FINANCIAL PLANNER ® designation. He will continue to operate his practice under the name John Bailey Financial in Temple TX. His trusted assistant Allison McCaslin has joined him as well.
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 63 advisors using the LPL Financial hybrid Registered Investment advisor platform. It currently custodies over $1 billion of brokerage assets with LPL, and over 600 Million in advisory assets. As the firm has grown, the partners have recognized the need to add other outstanding professionals such as John. 360 Wealth Management 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. John Bailey Financial and 360 Wealth Management are separate entities from LPL Financial.