Clint Poarch , CFP®
Clinton Poarch is a co-founder of 360 Wealth Management and currently a candidate for the CFP® designation. He is an Investment Advisor Representative and Registered Securities Representative of LPL Financial and holds the Series 66, 7, and Texas Insurance Group 1 licenses.
Because Clint believes in utilizing a financial planning background as the core to his wealth management approach, clients receive a much more encompassing and personalized service. By embracing a forward thinking investment philosophy, Clint constructs investment portfolios backed by both qualitative and quantitative research that maintain a risk-adjusted, long-term approach to investing.
Clint considers his obligation as a true fiduciary and objective independent advisor representative a critical aspect of his service and a promise to always put clients’ interests and goals at the forefront. Clint aspires to alleviate the stress and emotional anxiety accompanied in navigating the complicated world of financial management allowing his clients to sleep well at night.
An alumnus of The University of Texas at Dallas, Clint earned a Bachelor’s in Business Administration with a concentration in Finance and was a member of the university’s Financial Management Association. Clint is an avid sports fan and loves spending quality time with his family and friends. Clint is originally from Canyon, Texas, and currently lives in Richardson.
CONTACT 360 WEALTH MANAGEMENT
15110 Dallas Parkway
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 dba of Advisor Resource Council, a registered investment advisor. 360 Wealth Management and Advisor Resource Council are separate entities from LPL Financial.
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