A Smarter Strategy for Independence

Teresa McCandless – LPL Registered Transition Services Manager

Teresa was born, reared, and is still living in Irving, TX with her husband, John, also a native of Irving. Teresa has one adult stepdaughter.

Teresa began her career with LPL Financial in January of 2005 as an administrative assistant. She obtained her securities registration in October of 2007 and began transitioning brokers in 2008. Teresa began her affiliation with 360 Wealth Management in 2012 as the Transitions Specialist, with focus in the onboarding of new brokers at 360 Wealth Management. She has successfully transitioned close to $1 billion AUM in the past 7 years, and is dedicated to providing a seamless transition process and training for all new brokers joining the 360 Wealth Management family. She joins Chad Atkins, Brandon Day, and Sean Kernan in welcoming you to 360WM.

Teresa is currently pursuing her Bachelor’s degree in Finance through Southern New Hampshire University’s online program and has plans to continue her education with her Master’s degree. Teresa holds the FINRA series 7 and 63 registration held through LPL Financial, as well as the Texas Insurance License for Life/Health and Disability.

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