Dallas, TX (PRWEB) October 06, 2016
360 Wealth Management LLC of Dallas is proud to announce the affiliation of Sam Rodriguez. Sam has been a financial advisor for the last 12 years and specializes in asset management and comprehensive financial planning. Sam holds a CERTIFIED FINANCIAL PLANNER™ designation, which holds him to the highest ethical and educational standards in the industry. Because of his dedication to serving the best interest of his clients, Sam founded Mission Wealth Management with the sole purpose of providing better strategies and a higher level of service to each and every client. Sam is an alumni of Howard Payne University. He and his wife Amy have two children, Ashley and Samuel. They are active members of their church and enjoy serving in their community. Sam is looking forward to sharing his knowledge and expertise and maintaining a practice with a service oriented perspective for the good of others.
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 offering brokerage services through LPL Financial and advisory services through 360 Wealth Management, a registered investment advisor and separate entity from LPL. It currently services over $ 340 Million of brokerage assets with LPL, and over $550 Million in advisory assets. As the firm has grown, the partners have recognized the need to add other outstanding professionals such as Sam.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. 360 Wealth Management is separate entity from LPL Financial.