Longtime resident of Colleyville, Texas joins forces with Large LPL Hybrid RIA firm to further accelerate its growth.
Dallas, Texas (PRWEB) October 29, 2015
360 Wealth Management LLC of Dallas is proud to announce the affiliation of David Medlin. David has been a financial advisor for another firm for the last 21 years and lives in Colleyville, TX since 2007. David is married to Debbie, who is an accounting and administrative assistant for Austin Foam Plastics for the last 23 years. David and Debbie have two daughters Madison 17, and Megan 15. David graduated from the University of North Texas with a BA in Business Administration and holds a Certified Financial Planner designation. He will operate his practice under the name Maven Wealth Consulting in Colleyville TX. His trusted assistant of ten years Diann Irlbeck has joined him as well.
360 Wealth Management was formed by Brandon Day, Chad Atkins, and Sean Kernan in 2012 to combine the expertise of the 3 partners in supporting other advisors. The firm has rapidly grown to support over 50 advisors using the LPL Financial hybrid RIA platform. It currently custodies over $1 billion of assets with LPL (includes both brokerage and advisory accounts). As the firm has grown, the partners have recognized the need to add other outstanding professionals such as David. 360 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. Maven Wealth Consulting and 360 Wealth Management are separate entities from LPL Financial.
For the original version on PRWeb visit: http://www.prweb.com/releases/2015/10/prweb13047005.htm