Financial ADVSR advisor directory · SEC adviser records
The Wealth Consulting Group financial advisors in California
Every SEC-registered investment adviser representative at a The Wealth Consulting Group office in California, by city and A to Z.
The short answer
35 registered advisors work at The Wealth Consulting Group in California, out of 117 nationwide; it's the firm's number 1 state by advisors, and the most are in San Diego (10). 12 list the CFP designation and 29 are also registered broker representatives.
The Wealth Consulting Group advisors by city in California
Every firm in California →San Diego 10Palm Desert 8Cupertino 3Sacramento 3San Jose 3San Ramon 3Westlake Village 3Agoura Hills 1Burlingame 1Costa Mesa 1Irvine 1La Jolla 1Rancho Mirage 1San Rafael 1
The Wealth Consulting Group advisors in California, A to Z
Search by name →- Marci S. BairSan Diego · Certified Financial Planner
- Dane M. BrockmanLa Jolla · Certified Financial Planner
- Chad G. BruechertCosta Mesa
- James S. CaveSacramento
- Morgan R. DavisSan Diego
- Carol Ann DonahueSan Diego · Chartered Financial Consultant
- Gloria R. FranzPalm Desert · Certified Financial Planner
- John Paul Guimaraes Jr.Westlake Village
- Jana L. HamPalm Desert
- Christopher M. JohnsonSan Ramon · Certified Financial Planner
- Nikolaus S. KazarianSan Ramon
- Maria S. KinerRancho Mirage · Certified Financial Planner
- Paul S. LimSan Diego · Certified Financial Planner
- John J. Link Jr.Irvine
- Adriane V. LoweWestlake Village · Certified Financial Planner, Chartered Financial Consultant
- Amir H. LozaniSan Diego
- Darold W. MarkSacramento
- Taylor MarkSacramento
- Craig M. McBarnesPalm Desert
- Roy C. MoonWestlake Village
- Victor A. Orozco Jr.San Diego · Certified Financial Planner
- Ana PasionSan Diego
- Hyongsuk C. PauCupertino
- Christopher T. RandSan Diego · Certified Financial Planner
- Jennifer E. Riva-KirkSan Jose
- Gali ShermanAgoura Hills · Certified Financial Planner
- Nicolas P. TabellionSan Jose
- Nila L. TatumPalm Desert · Chartered Financial Consultant
- Darren B. ToddSan Diego · Certified Financial Planner
- Lan N. TranCupertino
- Anthony J. Turcotte Jr.Westlake Village
- Jeff D. WeberSan Diego · Certified Financial Planner
- Neal B. WilsonPalm Desert
- Michael J. WoitkoskiSan Diego
- Andrew A. ZittellSan Rafael · Chartered Financial Consultant
The Wealth Consulting Group advisors in every state →The Wealth Consulting Group: assets, clients and custodians →Advisor Moves: who changed firms this week →
The Wealth Consulting Group in other states
Nevada 39Kansas 13New Mexico 6Texas 5Iowa 4Arizona 3Oklahoma 3
Questions
How many The Wealth Consulting Group financial advisors are in California?
35 investment adviser representatives are registered at The Wealth Consulting Group offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 117 at the firm nationwide. 12 list the CFP designation and 29 are also registered as broker representatives.
Where in California does The Wealth Consulting Group have the most advisors?
San Diego, with 10, then Palm Desert (8). The Wealth Consulting Group has advisors in 14 cities in California.
How do I check a The Wealth Consulting Group advisor in California?
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.