Christopher
Rand

The Wealth Consulting Group

CRD#2626865
Investment Advisor
in San Diego, CA
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

17 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 Center Dr Suite 1050
San Diego, CA 92108

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The Wealth Consulting Group Brokerage Details

Total Assets Under Management

$1,330,540,296

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

143

CA Average: 10
Total Number of Accounts

5,914

CA Average: 1,698
Average Account Size

$224,981

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

Christopher Rand Work History

Christopher has 17 years of experience.

2015 - Present (4 years)

Fides Insurance Solutions

2014 - Present (5 years)

Lpl Financial LLC

2014 - Present (5 years)

Wcg Wealth Advisors, LLC

2010 - 2014 (4 years)

New England Securities

2001 - 2010 (9 years)

Metropolitan Life Insurance Company

2001 - 2010 (9 years)

Metlife Securities, Inc

Disclosures

Christopher Rand has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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