Financial ADVSR advisor directory · SEC adviser records
The Wealth Consulting Group financial advisors in Austin, TX
Every SEC-registered investment adviser representative at a The Wealth Consulting Group office in Austin, A to Z.
3 registered advisors work at The Wealth Consulting Group in Austin, out of 126 at the firm nationwide; it ranks number 132 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.
The Wealth Consulting Group advisors in Austin, A to Z
Every The Wealth Consulting Group advisor →- Calvin E. Lee Jr.Also a broker rep
- Gretchen S. LitzauCertified Financial Planner · Also a broker rep
- Thomas R. SauriolCertified Financial Planner · 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 43San Diego, CA 12Overland Park, KS 11Albuquerque, NM 7Des Moines, IA 5Palm Desert, CA 5Westlake Village, CA 4Sacramento, CA 3Cupertino, CA 2Greer, SC 2San Jose, CA 2San Ramon, CA 2Agoura Hills, CA 1Bartlesville, OK 1Bellingham, WA 1
Other firms in Austin
All Austin advisors →Kestra Advisory Services, LLC 418Dimensional Fund Advisors LP 208Charles Schwab & Co., Inc. 197Merrill Lynch, Pierce, Fenner & Smith Incorporated 137J.P. Morgan Securities LLC 119LPL Financial LLC 117Morgan Stanley 101Wells Fargo Clearing Services, LLC 10049 Financial 91Strategic Advisers LLC 85Edward Jones 72Hub Investment Partners, LLC 68
Questions
How many financial advisors does The Wealth Consulting Group have in Austin?
3 investment adviser representatives are registered at The Wealth Consulting Group offices in Austin, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 126 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.
Is The Wealth Consulting Group one of the largest advisor employers in Austin?
The Wealth Consulting Group ranks number 132 in Austin by registered advisors; Kestra Advisory Services, LLC has the most, with 418.
How do I check a The Wealth Consulting Group advisor in Austin?
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.