A complete list of active advisors currently associated with 360 Financial

Warmer can help you find a great advisor at 360 Financial or one who fits your needs even better.

360 Financial advises individuals (including high‑net‑worth clients), retirement plan sponsors, and business entities, providing discretionary portfolio management, financial planning and pension consulting, and offering educational webinars for clients and prospective clients. The firm oversees roughly $700 million in regulatory assets under management and constructs portfolios that may include individual stocks and bonds, ETFs, mutual funds, options and select private investments. The firm emphasizes continuous, individualized account supervision, designing portfolios to meet client goals and conducting at least quarterly reviews with rebalancing as needed. Its investment process draws on charting, fundamental and technical analysis and employs a range of strategies from long‑term holdings to option writing, short sales and shorter‑term trading. Distinctive aspects noted in the brochure include an ongoing program of educational webinars covering market outlook, retirement, social security and well‑being topics, and an affiliation with a CPA firm that the firm may make available to clients. The brochure also discloses that the firm engages in compensated referral/endorsement arrangements and has received transition and acquisition financing from its custodian, and it discloses an SEC enforcement order from 2017 regarding prior nondisclosure of lender arrangements and the firm’s stated procedures and disclosures to address related conflicts.

To learn more about the advisors currently working at 360 Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.