A full circle approach with you at the center

Kevin Carswell

Kevin Carswell Kevin graduated from Ouachita Baptist University in 1983 with a Bachelor of Arts degree in Business Administration. Upon receiving his degree, he returned to Brazil where he spent three years as a loan/credit officer with Citibank N.A. managing lines of credit for multinational corporations.

In 1986, Kevin returned to the United States and leveraged his financial background by entering the financial markets as an institutional broker which led him to becoming a government/municipal bond trader at one of the largest commercial banks in Arkansas.

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Having a veterans experience in the financial markets by 1996, Kevin elected to devote his efforts and skills to providing advice to high net worth individuals through the bank which was ultimately to become Regions Bank and Morgan Keegan.

In 2003, Kevin moved to Citigroup Smith Barney where he spent five years expanding his knowledge and gained further experience from the vantage point of being inside a large Wall Street firm.

With a strong belief that clients deserved more than they were getting from the large Wall Street firms and brokerage firms in general, Kevin elected become independent and move his investment practice to LPL Financial in December, 2008.

Kevin continues to devote himself daily to helping ensure clients receive exemplary service and honest, timely, and sound financial advice.

Kevin and his wife of 30 years reside in Tyler, TX and are blessed with two daughters, both of which are recently married and live in the community. They enjoy the fellowship of First Baptist Church Tyler where he serves as Deacon and various work teams as needed.

iStock_000008611899Small_-_Hourglass_-_Bio_pageREGISTRATIONS HELD WITH LPL FINANCIAL

FINRA: Kevin Andrew Carswell – CRD#1558771
Series 7 – General Securities Representative (9/20/1986)
Series 24 – General Securities Principal (2/22/1988)
Series 63 – Uniform Securities Agent State Law (10/02/1986)
Registered in TX, AR, CA, CO, FL

REGISTRATIONS HELD WITH 360 WEALTH MANAGEMENT, LLC

Series 65 – Uniform Investment Advisor Law (02/23/1998)
Registered in TX, AR, CA, CO, FL

INSURANCE

Texas Department of Insurance
License Number 950406 4/2/1998
General Lines
Life, Accident, Health & HMO
TX, AR

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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.