Amir
Lozani
The Wealth Consulting Group
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About this Advisor
Amir Lozani is a financial advisor based in San Diego, California, working with The Wealth Consulting Group. Amir has previously held positions at Lpl Financial LLC, Metlife, and The Wealth Consulting Group. Amir has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Amir is part of The Wealth Consulting Group, which operates out of San Diego, California. The firm has 34 offices and 264 employees. The firm manages assets totaling $5.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at The Wealth Consulting Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Wealth Consulting Group Brokerage Details
$5,194,180,776
264
21,408
$242,628
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Amir Lozani Work History
Lpl Financial LLC
The Wealth Consulting Group
Metlife
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
Rancho Mirage, CA
Palm Desert, CA
Sacramento, CA
Las Vegas, NV
San Diego, CA
Las Vegas, NV
Las Vegas, NV
San Diego, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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