The Wealth Consulting Group
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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
Years of Experience
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The Wealth Consulting Group Brokerage Details
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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.
Lpl Financial LLC
Wcg Wealth Advisors, LLC
The Wealth Consulting Group
New England Securities
Metlife Securities Inc
Metlife Insurance Co
Amber Kodad has no disclosures.
Please visit their SEC profile for more details.