Dallas, Texas (PRWEB) October 23, 2016
Paul is the founder of the group and serves as primary portfolio manager. Leslie serves as office manager for the practice and is also a Certified Divorce Financial Analyst. She focuses on asset organization and management. Sheldon maintains the CFP® designation and focuses on wealth transfer, retirement planning, and income planning. The team works with many families on a multigenerational basis and is active in promoting financial literacy for young people. Benge Financial Group owner-occupies a historic building in downtown Roanoke.
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 $ 683 Million of brokerage assets with LPL, and over $635 Million in advisory assets, to total over 1 Billion in advisory and brokerage assets. As the firm has grown, the partners have recognized the need to add other outstanding professionals such as Paul, Sheldon and Leslie Benge. 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 Benge Financial Group are separate entities from LPL Financial.