LPL Financial Welcomes 360 Financial to Its RIA Custodial and Broker-Dealer Platforms
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Based in
“Additionally, LPL will be a cornerstone for us as we build 360 Financial into a full-service, turnkey OSJ, back and middle office services provider for independent financial advisors seeking to establish or grow their own practices within the greater
*'2012-2014 Five Star Wealth Manager award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Prior to 2012, award was based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client's experience.
**Award based on an evaluation of twenty different practice categories such as experience, credentials, assets under management, fee structure and philosophy among other factors.
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