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Financial ADVSR advisor directory · SEC adviser records

The Wealth Consulting Group financial advisors in Cupertino, CA

Every SEC-registered investment adviser representative at a The Wealth Consulting Group office in Cupertino, A to Z.

The short answer

2 registered advisors work at The Wealth Consulting Group in Cupertino, out of 117 at the firm nationwide; it ranks number 12 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.

The Wealth Consulting Group advisors in Cupertino, A to Z

Every The Wealth Consulting Group advisor →

The Wealth Consulting Group advisors in every city and state →The Wealth Consulting Group: assets, clients and custodians →Advisor Moves: who changed firms this week →

The Wealth Consulting Group advisors in other cities

Las Vegas, NV 38Overland Park, KS 11San Diego, CA 10Palm Desert, CA 8Albuquerque, NM 6Des Moines, IA 4Austin, TX 3Sacramento, CA 3San Jose, CA 3San Ramon, CA 3Westlake Village, CA 3Edmond, OK 2Greer, SC 2Sugar Land, TX 2Agoura Hills, CA 1

Other firms in Cupertino

All Cupertino advisors →

Morgan Stanley 49Charles Schwab & Co., Inc. 26J.P. Morgan Securities LLC 13Hsbc Securities (USA) Inc. 7LPL Financial LLC 5Citigroup Global Markets Inc. 4Eagle Strategies LLC 4Merrill Lynch, Pierce, Fenner & Smith Incorporated 4Wealth Enhancement Advisory Services, LLC 4Insideout Wealth Strategies, LLC 3State Farm Investment Management Corp. 3Transamerica Financial Advisors, LLC 3

Questions

How many financial advisors does The Wealth Consulting Group have in Cupertino?

2 investment adviser representatives are registered at The Wealth Consulting Group offices in Cupertino, California, according to the SEC's Investment Adviser Public Disclosure records, out of 117 nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

Is The Wealth Consulting Group one of the largest advisor employers in Cupertino?

The Wealth Consulting Group ranks number 12 in Cupertino by registered advisors; Morgan Stanley has the most, with 49.

How do I check a The Wealth Consulting Group advisor in Cupertino?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the The Wealth Consulting Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.