Alissa
Todd
The Wealth Consulting Group
Answer a few questions and
get matched with an advisor.
About this Advisor
Alissa Todd is a financial advisor based in San Diego, California with a total of 6 years of relevant experience. Todd currently works for The Wealth Consulting Group. Throughout their career, they have worked at Lpl Financial, LLC, Morgan Stanley, Green Bellies Cafe, South Bay Entrepreneurial Center, Speed-To-Contact, Intern Sushi, San Diego State University, Language Acquisition Resource Center, The Wealth Consulting Group and Wcg Wealth Advisors, LLC. Todd holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in California and Texas. The Wealth Consulting Group is a financial advisory company based in Las Vegas, NV. The company has offices in 34 locations and a total of 131 employees. It administers $3 billion in assets across its 11,436 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advisory services to 28 charitable organizations. Of its 11,436 customer accounts, 35% are held by high-net-worth investors who have greater than $1 million in investable assets. The business performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees largely depend on which services the firm provides the client. However, fee types billed by The Wealth Consulting Group likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
The Wealth Consulting Group Brokerage Details
$2,795,803,920
131
11,436
$244,474
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Alissa Todd Work History
Alissa has been registered as a financial advisor for 6 years.*
Lpl Financial, LLC
Wcg Wealth Advisors, LLC
Lpl Financial, LLC
The Wealth Consulting Group
Lpl Financial, LLC
Wcg Wealth Advisors, LLC
Morgan Stanley
Green Bellies Cafe
Language Acquisition Resource Center
South Bay Entrepreneurial Center
Speed-To-Contact
Intern Sushi
San Diego State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alissa Todd 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
Albuquerque, NM
Las Vegas, NV
New Castle, PA
Las Vegas, NV
Carlsbad, CA
Englewood, CO
Las Vegas, NV
Las Vegas, NV
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.