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Advisor Services

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


Funds Used With Clients

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

Firm Client types



No timeline events available.
Employer Years Dates
360 Wealth Management, LLC 3 years, 9 months Jan 2013 - Present
Lpl Fnancial LLC 4 years, 4 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
    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.


    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

      U.S. Securities and Exchange Commission
      • license status
      • disclosures
      • as of date
        Feb 11, 2015
      • license status
      • disclosures
      • 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:



      Last updated on Aug. 30, 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 Sept. 22, 2016
        • $112.1B
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 531K
        • $211.0K
          Estimated Average Account Balance


      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.