The Wealth Consulting Group
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About this Advisor
Christopher Rand is a certified financial planner whose office is in San Diego, California. Currently an advisor with The Wealth Consulting Group, Rand has 17 years of professional experience. Rand has Series 63 and Series 65 licenses, which certify them as both a securities agent and an investment advisor representative. Rand can work with clients in California and Texas. The advisor has gained experience at Metropolitan Life Insurance Company, Metlife Securities, Inc, New England Securities, Lpl Financial LLC, Fides Insurance Solutions and Wcg Wealth Advisors, LLC. The Wealth Consulting Group is based out of San Diego, California, and operates out of 29 brick-and-mortar locations throughout the country. In aggregate, The Wealth Consulting Group oversees $1 billion in assets across 5,914 accounts and employs more than 143 people. The firm's total assets under management places it among the biggest firms in the nation. The firm manages 5,873 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. The Wealth Consulting Group provides financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm's fees 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
Christopher Rand Work History
Christopher has 17 years of experience.
Fides Insurance Solutions
Lpl Financial LLC
Wcg Wealth Advisors, LLC
New England Securities
Metropolitan Life Insurance Company
Metlife Securities, Inc
Christopher Rand has no disclosures.
Please visit their SEC profile for more details.