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Financial ADVSR advisor directory · SEC adviser records

The Wealth Consulting Group financial advisors in Sacramento, CA

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

The short answer

3 registered advisors work at The Wealth Consulting Group in Sacramento, out of 117 at the firm nationwide; it ranks number 35 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

The Wealth Consulting Group advisors in Sacramento, 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 3Cupertino, CA 3San Jose, CA 3San Ramon, CA 3Westlake Village, CA 3Edmond, OK 2Greer, SC 2Sugar Land, TX 2Agoura Hills, CA 1

Other firms in Sacramento

All Sacramento advisors →

Wells Fargo Clearing Services, LLC 51Merrill Lynch, Pierce, Fenner & Smith Incorporated 49Allworth Financial, L.P. 44LPL Financial LLC 43Morgan Stanley 40Strategic Advisers LLC 36Osaic Wealth, Inc. 28Charles Schwab & Co., Inc. 19Captrust 17Ameriprise Financial Services, LLC 14Edward Jones 14UBS Financial Services Inc. 13

Questions

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

3 investment adviser representatives are registered at The Wealth Consulting Group offices in Sacramento, California, according to the SEC's Investment Adviser Public Disclosure records, out of 117 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

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

The Wealth Consulting Group ranks number 35 in Sacramento by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 51.

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

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.