Rick Brown, CPA, PFS, and Grant Brown CFP® of RL Brown Financial Unite with 360 Wealth Management of Dallas

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360 Wealth Management LLC of Dallas is proud to announce the affiliation of Rick and Grant Brown.

360 Wealth Management LLC of Dallas is proud to announce the affiliation of Rick and Grant Brown. Rick Brown, RL Brown Financial, Inc.’s founder, grew up in LaMarque, Texas. Rick graduated summa cum laude from Baylor University with a BBA in Accounting and an MBA. He received his CPA license in 1978. A member of the American Institute of CPAs, he holds the Personal Financial Specialist (PFS) certification. Rick has been active in a number of community organizations. A graduate of Leadership Richardson, he has had the opportunity to serve on various committees and boards for both local and statewide organizations. Rick is also a deacon at The Heights Baptist Church. Grant Brown was born and raised in Richardson, Texas. He attended Baylor University where he graduated with a Bachelor of Business Administration double majoring in Financial Services and Planning as well as Entrepreneurship. He also studied finance at the University of Edinburgh in Scotland.

After participating in RLBF’s internship program, he chose to accept a full time position at the firm in June 2008. He received his FINRA securities registrations, Series 6 and 63 in 2008 currently held with LPL. He has been a registered administrative associate in the past with Mutual Service Corporation. In September 2009, he became a registered administrative associate with LPL Financial.

Grant earned his CFP® designation in 2016 after more than two years of in-depth study of Estate Planning, Financial Planning, Retirement Plans and Retirement Planning, Income Tax Planning, and Investment Management.
As Operations Manager, Grant is responsible for technology and business processes at RL Brown Financial. His responsibilities also include trading, research and data management.

360 Wealth Management was formed by Brandon Day, Chad Atkins, and Sean Kernan in 2012 to combine the expertise of the three 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 Rick and Grant. 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 and RL Brown Financial are separate entities from LPL Financial.

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Ken Hopkins LPL Branch Manager
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