Kimberly
Safoyan
The Wealth Consulting Group
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About this Advisor
Kimberly Safoyan is a financial advisor based out of Palm Desert, California with 5 years of relevant experience. Safoyan is on the advisory team at The Wealth Consulting Group. Throughout their career, they have worked at National Planning Corporation, Wcg Wealth Advisors, LLC (Dba: The Wealth Consulting Group LLC) and Lpl Financial LLC. Safoyan holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in California and Texas. The Wealth Consulting Group is a financial advisory company that has its headquarters in Las Vegas, NV. The company has offices in 34 locations and a total of 131 employees. It has $3 billion in total assets between its 11,436 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 28 charities and foundations. Of its 11,436 accounts, 35% are held by high-net-worth clients who have at least $1 million in assets available to invest. The Wealth Consulting Group offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules typically depend on which services are provided. Fee types charged by The Wealth Consulting Group likely consist of 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
Kimberly Safoyan Work History
Kimberly has been registered as a financial advisor for 5 years.*
Wcg Wealth Advisors, LLC (Dba: The Wealth Consulting Group 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 Kimberly Safoyan 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
Englewood, CO
Las Vegas, NV
San Diego, CA
Carlsbad, CA
Las Vegas, NV
Rancho Mirage, 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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