Mergent Group

Mergent Group Helping people pursue their financial goals based on their values that are important to them. and pre-retired and retired families Member FINRA/SIPC.

Mergent Group is a comprehensive wealth practice serving the needs of personal and business needs. Mergent Group has 3 philosophical tenets:

-Help you align your values to your financial choices.
-Organize your financial life and keep it that way
-Have confidence that your goals will withstand "financial bad weather"


Mergent Group works with professionals, including medical practitioners, attor

neys, business owners, and pilots. Mergent Group works with those families who have special needs, life changing events (divorce, widows, etc.) Securities offered through LPL Financial. Investment advice offered through 360 Wealth Management, a Registered Investment Advisor. Mergent Group and 360 Wealth Management are separate entitles from LPL Financial. www.finra.org
www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.mergentgroup.com or www.360wm.net.

Address

17300 Dallas Pkwy, Ste 2065
Dallas, TX
75248

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

(972) 590-8808

Website

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