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The Wealth Consulting Group financial advisors in Westlake Village, CA
Every SEC-registered investment adviser representative at a The Wealth Consulting Group office in Westlake Village, A to Z.
The short answer
4 registered advisors work at The Wealth Consulting Group in Westlake Village, out of 117 at the firm nationwide; it ranks number 35 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.
The Wealth Consulting Group advisors in Westlake Village, A to Z
Every The Wealth Consulting Group advisor →- John Paul Guimaraes Jr.Also a broker rep
- Adriane V. LoweCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Roy C. MoonAlso a broker rep
- Anthony J. Turcotte Jr.Also 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 11San Diego, CA 10Palm Desert, CA 8Albuquerque, NM 6Des Moines, IA 4Austin, TX 3Cupertino, CA 3Sacramento, CA 3San Jose, CA 3San Ramon, CA 3Edmond, OK 2Greer, SC 2Sugar Land, TX 2Agoura Hills, CA 1
Other firms in Westlake Village
All Westlake Village advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 61Morgan Stanley 56LPL Financial LLC 55Wells Fargo Clearing Services, LLC 49One Capital Management, LLC 39J.P. Morgan Securities LLC 34Wells Fargo Advisors Financial Network, LLC 31Ameriprise Financial Services, LLC 26UBS Financial Services Inc. 23Osaic Wealth, Inc. 17Alliance Advisory & Securities, LLC 15Stifel, Nicolaus & Company, Incorporated 12
Questions
How many financial advisors does The Wealth Consulting Group have in Westlake Village?
4 investment adviser representatives are registered at The Wealth Consulting Group offices in Westlake Village, California, according to the SEC's Investment Adviser Public Disclosure records, out of 117 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Is The Wealth Consulting Group one of the largest advisor employers in Westlake Village?
The Wealth Consulting Group ranks number 35 in Westlake Village by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 61.
How do I check a The Wealth Consulting Group advisor in Westlake Village?
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.