Brandon Day, CFP®, LPL Registered Principal – Co-Founder
bday@lpl.com
x361
Direct Fax: 972-421-1391
Brandon Day has worked in the financial services industry since 2001. He has been a Registered Rep and Investment Advisor Rep since the latter part of 2003. In 2010 he joined LPL Financial to continue his ambition of starting his own firm. That became a reality in February of 2011 as Brandon and his partners launched the firm, 360 Wealth Management.
Brandon’s practice is based on his dedication to helping people and businesses reach their financial goals with a hands-on approach and through education. Education is a hallmark of Brandon’s philosophy as it’s important that his clients have clear understanding of the various techniques he uses to help them successfully achieve their financial goals.
“My philosophy focuses on creating the foundation of trust based on high service and commitment standards that allow for a long and successful business relationship with my clients. Treating my clients with the same level of care that I would my family is a principle that I live by.”
Education, Registrations & Licenses:
- Bachelor of Business Administration, Marketing: Texas Tech University
- Graduate of CPFP program at SMU (Certificate Program in Financial Planning)
- Series 7 (General Securities Representative)
- Series 24 (Principal & Supervisor) – Held at LPL
- Series 66 (Uniform State Securities Law Exam / Uniform Investment Law Exam)
- Group 1 (State Life, Health, Disability, and Long Term Care Insurance)
Designations & Credentials:
- Certified Financial Planner™ held with LPL Financial
- LPL Registered Principal
- Registered Representative of LPL Financial.
- Investment Advisor Representative of ARC, LLC
- Managing Partner of ARC, LLC
Associations:
- Financial Planning Association
- Texas Tech Alumni Association
- Vistage Member
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and in the U.S., which awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CONTACT 360 WEALTH MANAGEMENT
Address:
15110 Dallas Parkway
Suite 500
Dallas, TX 75248
Main Phone: 972-421-1360
Main Fax: 972-421-1390
NAVIGATION
LPL Financial Form CRS
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through 360 Wealth Management, a dba of Advisor Resource Council, a registered investment advisor. 360 Wealth Management and Advisor Resource Council are separate entities from LPL Financial.
The LPL registered representatives of 360 Wealth Management may only discuss securities or transact business with persons who are residents of AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MN, MO, MS, NC, NE, NH, NM, NV, NY, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA.
No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.