Adrian
Concepcion

The Wealth Consulting Group

CRD#2949203
Investment Advisor
in San Diego, CA
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About this Advisor

Adrian Concepcion is a certified financial planner based out of San Diego, California, with 11 years of work experience. Concepcion currently works for The Wealth Consulting Group. Concepcion has gained experience at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Wcg Wealth Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Lpl Financial, LLC. Concepcion maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in California. The Wealth Consulting Group is a business that has its headquarters in San Diego, California. The firm has offices in 29 locations and a total of 143 advisors. It administers $1 billion in assets among its 5,914 client accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to eight charities and foundations. Of its 5,914 customer accounts, just 4% belong to high-net-worth clients who have greater than $1 million in investable assets. The Wealth Consulting Group performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on which services are provided. Fee types charged by The Wealth Consulting Group can consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

7676 Hazard Center Drive Suite 1050
San Diego, CA 92108

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The Wealth Consulting Group Brokerage Details

Total Assets Under Management

$1,408,485,773

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

153

CA Average: 10
Total Number of Accounts

6,538

CA Average: 1,698
Average Account Size

$215,431

CA Average: $391,170

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Investment Advisory Services

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

Adrian Concepcion Work History

Adrian has 11 years of experience.

2017 - Present (2 years)

Wcg Wealth Advisors, LLC

2017 - Present (2 years)

Lpl Financial, LLC

2011 - 2017 (6 years)

Bank Of America, N.A

2010 - 2017 (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2009 - 2010 (1 year)

Morgan Stanley Smith Barney

2007 - 2010 (3 years)

Citigroup Global Markets Inc

Disclosures

Adrian Concepcion has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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