My 360° Wealth Management Group

Description

• Financial planning and wealth management services originally began as a profession which guided the financial and administrative concerns of entrepreneurs and affluent families, thus freeing their time to focus on career, family and leisure.Traditionally, the financial planner was an individual who was expected to be an expert in many diverse disciplines: wealth management, income and estate tax planning, insurance and business services. The financial planner was required to spread his or her knowledge and experience across this wide spectrum of financial services.With a combined experience of twenty years between the partners, My 360° Wealth Management Group, a Los Angeles branch of LPL FInancial, has maintained the essence of this relationship between the trusted advisor and the client, but has broadened the concept into a management team. Through the active leadership and vision of the firms Principal, Pierre M. Movsessian, MBA, CFP®, AIF® the company today is a full service wealth management firm, employing specialized professionals in all financial areas, who together with the clients accountant, attorney and other outside professionals, plan and manage the clients financial and business affairs. This specialization is the key to the level of service that the company provides.Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.
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  Headquarters:500 North Brand Boulevard Suite 1270, Glendale, California, United States

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  Phone Number: +1 818-547-4720

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  Website: https://www.my360wealth.com/

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  Employees:4

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  Revenue:$0 - 1M

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  Legal Name:My 360° Wealth Management Group

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• |  NAICS Code: 523110  |

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