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Overview

Services

Advisor Services

  • Pension Consulting
    • -401k
    • -Defined Benefit
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
360 Wealth Management, LLC 3 years, 1 month Jan 2013 - Present
Lpl Fnancial LLC 3 years, 8 months Jun 2012 - Present
Investacorp, Inc. 2 years, 6 months Dec 2009 - Jun 2012
AXA Advisors, LLC 9 months Mar 2009 - Dec 2009
Fidelity Investments 4 years, 5 months Sep 2004 - Feb 2009

Designations & Memberships

  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.

Articles and Answers

Insights by Dayle Scheinman

The National Retirement Risk Index
Published 2013-04-02 08:58:43
2013 Federal Income Tax Update
Published 2012-12-28 19:43:41
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    How does the Thrift Savings Plan compare to other plans concerning expenses?
    The TSP has very low investment expenses because it is utilizing index funds and the huge pool of dollars inside of the plan has allowed for the internal expenses to be extremely low. To give you an idea, the TSP offers index funds around 0.025% and these funds would cost most investors around 0.07...  (more)
    Answered Jan 2012
    Which option offers the most return for retirement:investing in an index ETF or a high yield fortune 500 company stock?
    The answer would depend on how well your crystal ball works. Both have the future potential to outperform the other, but they are two different types of investments. Most professionals would agree that since none of our crystal ball theories tend to work out, it is most prudent to build a portfoli...  (more)
    Answered Jan 2012
    We're looking at Great West vs Mass Mutual as a 401(k) provider. Any advantages to one vs the other?
    I would always recommend comparing different types of providers rather than comparing two groups that are similar to each other. Both Great-West and Mass Mutual are insurance companies that offer bundled 401(k) services and neither company will take fiduciary responsibility for its recommendations ...  (more)
    Answered Dec 2012
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Dec 24, 2015
      FINRA
      FINRA
      • license status
        Registered
      • disclosures
        None
      • as of date
        Jan 19, 2016
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Advisor

      Last updated on Jan. 19, 2016
        • $190.0M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 17
          number of clients
        • $11.2M
          Estimated Average Account Balance Per Client

      LPL Financial LLC

      Last updated on Feb. 5, 2016
        • $116.6B
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 520K
          Accounts
        • $224.4K
          Estimated Average Account Balance

      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.