Gerald
Goz
The Wealth Consulting Group
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About this Advisor
Gerald Goz is a financial advisor based in Phoenix, Arizona, working with The Wealth Consulting Group. Gerald has previously held positions at New England Securities, Lpl Financial LLC, and Wcg Wealth Advisors, LLC. Gerald has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Gerald is part of The Wealth Consulting Group, which operates out of Phoenix, Arizona. The firm has 34 offices and 264 employees. The firm manages assets totaling $5.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at The Wealth Consulting Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Wealth Consulting Group Brokerage Details
$5,194,180,776
264
21,408
$242,628
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Gerald Goz Work History
Lpl Financial LLC
Wcg Wealth Advisors, LLC
New England Securities
Disclosures
Please visit the SEC profile of Gerald Goz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Wealth Consulting Group
Las Vegas, NV
San Diego, CA
Las Vegas, NV
Rancho Mirage, CA
Sacramento, CA
Palm Desert, CA
Leawood, KS
Las Vegas, NV
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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