Gloria
Franz
The Wealth Consulting Group
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About this Advisor
Gloria Franz is a certified financial planner working out of Palm Desert, California with a total of 6 years of relevant experience. Franz is an advisor for The Wealth Consulting Group. Over the course of their career, Franz has held roles at National Planning Corporation, Wcg Wealth Advisors, LLC and Lpl Financial, LLC. Franz has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in California, New York and Texas. The Wealth Consulting Group is a firm that has its headquarters in Las Vegas, NV. It has offices in 34 locations and a total of 131 people on staff. It has $3 billion in total assets among its 11,436 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 28 charities and foundations. Of its 11,436 customer accounts, 35% are associated with high-net-worth clients who have more than $1 million in investable assets. The company provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees usually vary depending on which services are provided. Fees billed by The Wealth Consulting Group most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Wealth Consulting Group Brokerage Details
$2,795,803,920
131
11,436
$244,474
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Gloria Franz Work History
Gloria has been registered as a financial advisor for 6 years.*
Wcg Wealth Advisors, LLC
Lpl Financial, LLC
National Planning Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gloria Franz 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
Las Vegas, NV
Albuquerque, NM
Las Vegas, NV
Carlsbad, CA
San Diego, CA
New Castle, PA
Rancho Mirage, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
