William
Oconnell

The Wealth Consulting Group

CRD#2632117
Investment Advisor
in San Diego, CA
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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

Series 63, Series 66, Certified Financial Planner

Years of Experience

16 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 Drive Suite 1050
San Diego, CA 92108

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The Wealth Consulting Group Brokerage Details

Total Assets Under Management

$1,330,540,296

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

143

CA Average: 10
Total Number of Accounts

5,914

CA Average: 1,698
Average Account Size

$224,981

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

William Oconnell Work History

William has 16 years of experience.

2014 - Present (5 years)

Lpl Financial, LLC

2014 - Present (5 years)

Wcg Wealth Advisors, LLC

2002 - 2014 (12 years)

Metropolitan Life Insurance Co

2002 - 2014 (12 years)

Metlife Securities, Inc

Disclosures

William Oconnell has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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