Amir
Lozani

The Wealth Consulting Group

CRD#4496989
Investment Advisor
in San Diego, CA

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About this Advisor

Amir Lozani is a financial advisor operating in San Diego, California with 8 years of relevant experience. Lozani is currently employed by The Wealth Consulting Group. Their career trajectory has included roles at Lpl Financial LLC, Metlife and The Wealth Consulting Group. Lozani maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in California and Texas. The Wealth Consulting Group is an advisory business operating out of Las Vegas, NV. The firm has offices in 34 locations and a total of 131 advisors. It oversees $3 billion in assets between its 11,436 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 28 charities and foundations. Of its 11,436 client accounts, 35% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The business performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services usually depend on which services are offered. Fee types charged by The Wealth Consulting Group most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

8 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

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

$2,795,803,920

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

131

CA Average: 10
Total Number of Accounts

11,436

CA Average: 1,698
Average Account Size

$244,474

CA Average: $391,170

Investment Advisory Services

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

Amir Lozani Work History

Amir has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Lpl Financial LLC

2014 - Present (10 years)

The Wealth Consulting Group

2006 - 2014 (8 years)

Metlife

*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 Amir Lozani 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

Renee Lee
Albuquerque, NM
Nathan Newman
Las Vegas, NV
Megan Wilsey
Carlsbad, CA
Brian Foley
Las Vegas, NV
Timothy Oshei
Las Vegas, NV
James Worden
Las Vegas, NV
Mark Starr
Las Vegas, NV
Jamie Fehrs
New Castle, PA

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.

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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.

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