Gerald
Goz

The Wealth Consulting Group

CRD#226721
Investment Advisor
in Phoenix, AZ

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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

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7330 N 16Th St. Suite C205
Phoenix, AZ 85020

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The Wealth Consulting Group Brokerage Details

Total Assets Under Management

$5,194,180,776

AZ Average: $664,206,839
Total Number of Employees

264

AZ Average: 10
Total Number of Accounts

21,408

AZ Average: 1,698
Average Account Size

$242,628

AZ Average: $391,170

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

2014 - Present (10 years)

Lpl Financial LLC

2014 - Present (10 years)

Wcg Wealth Advisors, LLC

2005 - 2014 (9 years)

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

James Cave
Sacramento, CA
Diane Reed
Rancho Mirage, CA
Neal Wilson
Palm Desert, CA
Michelle Cooley
Las Vegas, NV
Ethan Hutcheson
Las Vegas, NV
Morgan Davis
San Diego, CA
Brianne Brucker Derveloy
Las Vegas, NV
Johnathan Hines
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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