Dallas, Texas (PRWEB)
August 30, 2017
Brandon was named a Five Star Wealth Manager in the August edition of Texas Monthly Magazine for years 2012-2016.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2016 Five Star Wealth Managers.
Brandon’s practices goal is to help his clients achieve their financial and investment goals and assist them in making prudent investment decisions. His clients’ success is his mission, and honesty and integrity are his core principles.
His philosophy focuses on educating his clients to the fullest extent and he believes this knowledge is vital to their success.
Education and Background:
Brandon has a 12 year old son and is also a caretaker to his 75 year old mother, who lives with him while assisting her with managing COPD. He enjoys his friends and family very much. Loyalty and honesty are very important to him. His hobbies include coin collecting, working out, travelling, and sports.
360 Wealth Management was formed by Brandon Day, Chad Atkins, and Sean Kernan in 2012 to combine the expertise of the three partners in supporting other advisors. The firm has rapidly grown to support over 69 advisors offering brokerage services through LPL Financial and advisory services through 360 Wealth Management, a registered investment advisor and separate entity from LPL. It currently services over $350 million of brokerage assets with LPL, and over $730 million in advisory assets, to total over 1 billion in advisory and brokerage assets. As the firm has grown, the partners have recognized the need to add other outstanding professionals such as Brandon Simmons. 360 Wealth Management 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. 360 Wealth Management and Generations Financial Management are separate entities from LPL Financial.
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