Financial ADVSR advisor directory · SEC adviser records
The Wealth Consulting Group financial advisors in Albuquerque, NM
Every SEC-registered investment adviser representative at a The Wealth Consulting Group office in Albuquerque, A to Z.
The short answer
6 registered advisors work at The Wealth Consulting Group in Albuquerque, out of 117 at the firm nationwide; it ranks number 19 in the city by advisors. 1 list the CFP designation and 6 are also registered broker representatives.
The Wealth Consulting Group advisors in Albuquerque, A to Z
Every The Wealth Consulting Group advisor →- James D. Brown Jr.Also a broker rep
- Duncan KraftAlso a broker rep
- Renee M. LeeAlso a broker rep
- Edward W. Stone Jr.Certified Financial Planner · Also a broker rep
- Narendra N. TarikereAlso a broker rep
- Kimberly R. TaylorAlso 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 8Des 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 Albuquerque
All Albuquerque advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 49LPL Financial LLC 44Morgan Stanley 39Strategic Advisers LLC 27RBC Capital Markets, LLC 22State Farm Investment Management Corp. 21Edward Jones 19Raymond James Financial Services Advisors, Inc. 16Wells Fargo Clearing Services, LLC 16Cetera Investment Advisers LLC 14MML Investors Services, LLC 13Eagle Strategies LLC 9
Questions
How many financial advisors does The Wealth Consulting Group have in Albuquerque?
6 investment adviser representatives are registered at The Wealth Consulting Group offices in Albuquerque, New Mexico, according to the SEC's Investment Adviser Public Disclosure records, out of 117 nationwide. 1 list the CFP designation and 6 are also registered as broker representatives.
Is The Wealth Consulting Group one of the largest advisor employers in Albuquerque?
The Wealth Consulting Group ranks number 19 in Albuquerque by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 49.
How do I check a The Wealth Consulting Group advisor in Albuquerque?
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.