A full circle approach with you at the center

Brandon Day, CFP®, LPL Registered Principal – Co-Founder

[email protected]
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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)
  • 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™
  • LPL Registered Principal
  • Registered Representative of LPL Financial.
  • Investment Advisor Representative of 360 Wealth Management, LLC
  • Managing Partner of 360 Wealth Management, LLC

Associations and Awards:

  • Awarded the 2009 Five Star Wealth Manager award for “Best in client satisfaction” as seen in August 2009 issue of Texas Monthly.*
  • Five time Qualifying Member of Million Dollar Round Table
  • Financial Planning Association
  • Texas Tech Alumni Association
  • Continuing Education faculty at Eastfield, El Centro, Navarro, and Tarrant County Colleges.

 

* The Five Star Wealth manager is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client’s experience.

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CONTACT 360 WEALTH MANAGEMENT

Address:
17300 N. Dallas Pkwy, Suite 2065
Dallas, TX 75248

Main Phone: 972-421-1360

Main Fax: 972-421-1390

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through 360 Wealth Management, a registered investment advisor and separate entity 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.