A Smarter Strategy for Independence

The benefits of independence.

The power of support.

 

  • 80-98% and above payouts for Brokerage & Advisory
  • No supervisory fees
  • No override on traditional insurance
  • Instant business infrastructure
  • Dedicated transition team
  • Marketing support
  • Experienced compliance team
  • Training & continuing education
  • Networking opportunities
  • Business succession plan
  • Open contract (signed release)

About LPL Financial

LPL Financial is the largest independent broker/ dealer in the nation* with a network of more than 14,000 financial advisors. For more than 40 years, LPL has supported advisors in their goals of protecting and growing their clients’ wealth by providing comprehensive clearing, compliance services, technology platforms, practice management, training, and independent research. www.LPL.com

*As reported in Financial Planning Magazine (1996-2018) based on total revenue

 
 

Making Independence Easier

Running a business from the ground up can be daunting. 360 Wealth Management’s distinct Hybrid Registered Investment Advisor model can be an exceptional solution for those looking for the perfect balance of autonomy and assistance. All the benefits of working with the largest independent Broker-Dealer as well as the flexibility of a Registered Investment Advisor.

The Advantages

A dedicated service team. As the largest of group of LPL affiliated advisors branch in Texas, 360 Wealth Management and all affiliated reps have the added benefit of the LPL Service 360 Team. This is a dedicated team that is equipped to take ownership of all your LPL service needs. This gives you the ability to build a relationship with team members and have a single point of contact from start to finish.

It makes sense financially. Advisory payouts range from 80-98%. 360WM never charges a monthly supervision fee. Our open contract provides you with a signed release from Day 1. This gives you the ability to move your book of business freely.

We can help with infrastructure. You can choose an office in any location you prefer or work remotely and use our office address, conference rooms, and phone network. You can even market your practice under the 360WM name. You can leverage the knowledge of a leadership team that has made the transition to independence and understands your needs.

Independence without isolation. If you are already operating under your own DBA (or would like to set one up), you can continue to do so. The majority of your marketing materials can carry your DBA name provided you reference 360WM in the disclosures.

Dedicated transition support. From the day you decide to join 360WM, you will begin working with an experienced transition team. They will walk you through protocol transitions, how to prep yourself for the transition, and provide administrative support to help you onboard your book.

Ready to Learn More?