The Wealth Consulting Group
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About this Advisor
William Oconnell is a certified financial planner in San Diego, California. Currently a registered advisor at The Wealth Consulting Group, they have accumulated 16 years of professional experience as a financial advisor. Oconnell maintains Series 63 and Series 66 licenses, which designate the advisor as a securities broker. Oconnell is registered to act as a financial advisor in California. Over the course of their career, Oconnell has held roles at Metropolitan Life Insurance Co, Metlife Securities, Inc, Lpl Financial, LLC and Wcg Wealth Advisors, LLC. The Wealth Consulting Group is headquartered in San Diego, California, and operates out of 29 locations across the nation. As a registered investment advisory firm, The Wealth Consulting Group oversees $1 billion in assets dispersed across 5,914 client accounts and retains more than 143 people. The amount of assets the firm manages places it among the largest financial advisory firms in the country. 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 investment firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. The Wealth Consulting Group can offer 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
William Oconnell Work History
William has 16 years of experience.
Lpl Financial, LLC
Wcg Wealth Advisors, LLC
Metropolitan Life Insurance Co
Metlife Securities, Inc
William Oconnell has disclosures.
Please visit their SEC profile for more details.