The Wealth Consulting Group
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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
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
Darren Todd Work History
Darren has 24 years of experience.
Wcg Wealth Advisors, LLC
Integrated Insurance Administrative Services
Lpl Financial LLC
Todd Financial & Ins Svcs, Inc
New England Securities
Darren Todd has disclosures.
Please visit their SEC profile for more details.