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Financial ADVSR advisor directory · SEC adviser records

The Wealth Consulting Group financial advisors in San Jose, CA

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

The short answer

2 registered advisors work at The Wealth Consulting Group in San Jose, out of 117 at the firm nationwide; it ranks number 47 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.

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

Other firms in San Jose

All San Jose advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 105Wells Fargo Clearing Services, LLC 102Morgan Stanley 78Strategic Advisers LLC 58LPL Financial LLC 48Ameriprise Financial Services, LLC 44J.P. Morgan Securities LLC 34LPL Enterprise, LLC 31Transamerica Financial Advisors, LLC 23RBC Capital Markets, LLC 20UBS Financial Services Inc. 20Osaic Wealth, Inc. 18

Questions

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

2 investment adviser representatives are registered at The Wealth Consulting Group offices in San Jose, 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 San Jose?

The Wealth Consulting Group ranks number 47 in San Jose by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 105.

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

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.