Financial ADVSR advisor directory · SEC adviser records
The Wealth Consulting Group financial advisors in San Diego, CA
Every SEC-registered investment adviser representative at a The Wealth Consulting Group office in San Diego, A to Z.
The short answer
11 registered advisors work at The Wealth Consulting Group in San Diego, out of 117 at the firm nationwide; it ranks number 47 in the city by advisors. 6 list the CFP designation and 8 are also registered broker representatives.
The Wealth Consulting Group advisors in San Diego, A to Z
Every The Wealth Consulting Group advisor →- Marci S. BairCertified Financial Planner · Also a broker rep
- Morgan R. DavisInvestment adviser rep
- Carol Ann DonahueChartered Financial Consultant
- Paul S. LimCertified Financial Planner · Also a broker rep
- Amir H. LozaniAlso a broker rep
- Victor A. Orozco Jr.Certified Financial Planner · Also a broker rep
- Ana PasionAlso a broker rep
- Christopher T. RandCertified Financial Planner
- Darren B. ToddCertified Financial Planner · Also a broker rep
- Jeff D. WeberCertified Financial Planner · Also a broker rep
- Michael J. WoitkoskiAlso a broker rep
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 11Palm Desert, CA 8Albuquerque, NM 6Des Moines, IA 4Austin, TX 3Cupertino, CA 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 San Diego
All San Diego advisors →LPL Financial LLC 743Wells Fargo Clearing Services, LLC 170Morgan Stanley 150Merrill Lynch, Pierce, Fenner & Smith Incorporated 131UBS Financial Services Inc. 121Strategic Advisers LLC 112Cetera Investment Advisers LLC 107J.P. Morgan Securities LLC 105Park Avenue Securities LLC 71Independent Financial Group, LLC 68Commonwealth Financial Network 62Madison Avenue Securities, LLC 60
Questions
How many financial advisors does The Wealth Consulting Group have in San Diego?
11 investment adviser representatives are registered at The Wealth Consulting Group offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 117 nationwide. 6 list the CFP designation and 8 are also registered as broker representatives.
Is The Wealth Consulting Group one of the largest advisor employers in San Diego?
The Wealth Consulting Group ranks number 47 in San Diego by registered advisors; LPL Financial LLC has the most, with 743.
How do I check a The Wealth Consulting Group advisor in San Diego?
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.