Darren
Todd

The Wealth Consulting Group

CRD#2433738
Investment Advisor
in San Diego, CA
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About this Advisor

Darren Todd is a certified financial planner whose office is in San Diego, California. Currently a registered financial advisor at The Wealth Consulting Group, they have gathered a notable 24 years of work experience in the financial advisory industry. Todd maintains Series 63 and Series 66 licenses, certifying them as a securities broker. Todd is able to operate based out of California. Throughout their career, Todd has worked at Todd Financial & Ins Svcs, Inc, Wcg Wealth Advisors, LLC, New England Securities, Integrated Insurance Administrative Services and Lpl Financial LLC. The Wealth Consulting Group is based out of San Diego, California, and operates out of 29 other offices in the country. As a company, The Wealth Consulting Group oversees $1 billion in assets across 5,914 client accounts and retains more than 143 people. The level of assets currently under the firm's management makes it one of the biggest firms in the United States. The firm manages 5,873 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 4% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in 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 66, Certified Financial Planner

Years of Experience

24 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

Yes

Office Location

7676 Hazard Center Dr Unit 1050
San Diego, CA 92108

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The Wealth Consulting Group Brokerage Details

Total Assets Under Management

$1,408,485,773

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

153

CA Average: 10
Total Number of Accounts

6,538

CA Average: 1,698
Average Account Size

$215,431

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

Darren Todd Work History

Darren has 24 years of experience.

2014 - Present (5 years)

Wcg Wealth Advisors, LLC

2014 - Present (5 years)

Integrated Insurance Administrative Services

2014 - Present (5 years)

Lpl Financial LLC

2005 - 2014 (9 years)

New England Securities

2004 - Present (15 years)

Todd Financial & Ins Svcs, Inc

Disclosures

Darren Todd has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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