Amber
Kodad

The Wealth Consulting Group

CRD#5208998
Investment Advisor
in San Diego, CA
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About this Advisor

Amber Kodad is a certified financial planner who works out of San Diego, California, who has 12 years in the industry. Kodad is currently employed by The Wealth Consulting Group. Their career trajectory has included roles at Lpl Financial LLC, Metlife Insurance Co, Metlife Securities Inc, New England Securities, The Wealth Consulting Group, Zeiders Enterprises and Wcg Wealth Advisors, LLC. Kodad holds a Series 63 license, which qualifies them as a securities broker, and is registered to work in California. The Wealth Consulting Group is an advisory business operating out of San Diego, California. The company has offices in 29 locations and a total of 143 employees. It controls $1 billion in assets under management across its 5,914 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves eight charitable organizations. Of its 5,914 client accounts, just 4% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The Wealth Consulting Group has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules typically are based on which service is provided. Fee types charged by The Wealth Consulting Group may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

12 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 Centerr 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

Amber Kodad Work History

Amber has 12 years of experience.

2015 - Present (4 years)

Lpl Financial LLC

2015 - 2015 (0 years)

The Wealth Consulting Group

2015 - Present (4 years)

Zeiders Enterprises

2015 - Present (4 years)

Wcg Wealth Advisors, LLC

2011 - 2014 (3 years)

New England Securities

2009 - 2011 (2 years)

Metlife Securities Inc

2006 - 2009 (3 years)

Metlife Insurance Co

Disclosures

Amber Kodad has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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