James
Worden

The Wealth Consulting Group

CRD#3203089
Investment Advisor
in Las Vegas, NV

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About this Advisor

James Worden is a financial advisor based in Las Vegas, Nevada, working with The Wealth Consulting Group. James has previously held positions at Hanson Mcclain Strategic Advisors, The Financial Services Network, Straightway Financial LLC, Aw Securities, Wcg Wealth Advisors, LLC, Lpl Financial, LLC, Strategic Wealth Advisors Group, LLC, and Allworth Financial. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Nevada. Currently, James is part of The Wealth Consulting Group, which operates out of Las Vegas, Nevada. The firm has 34 offices and 264 employees. The firm manages assets totaling $5.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at The Wealth Consulting Group includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8925 West Post Road 2Nd Floor
Las Vegas, NV 89148

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The Wealth Consulting Group Brokerage Details

Total Assets Under Management

$5,194,180,776

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

264

NV Average: 10
Total Number of Accounts

21,408

NV Average: 1,698
Average Account Size

$242,628

NV Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

James Worden Work History

2021 - Present (3 years)

Wcg Wealth Advisors, LLC

2020 - Present (4 years)

Straightway Financial LLC

2019 - 2020 (1 year)

The Financial Services Network

2019 - 2020 (1 year)

Lpl Financial, LLC

2019 - 2020 (1 year)

Strategic Wealth Advisors Group, LLC

2015 - 2019 (4 years)

Aw Securities

2012 - 2019 (7 years)

Hanson Mcclain Strategic Advisors

2012 - 2019 (7 years)

Allworth Financial

Disclosures

Please visit the SEC profile of James Worden 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

James Cave
Sacramento, CA
Michelle Cooley
Las Vegas, NV
Ethan Hutcheson
Las Vegas, NV
Neal Wilson
Palm Desert, CA
Diane Reed
Rancho Mirage, CA
Morgan Davis
San Diego, CA
Johnathan Hines
Las Vegas, NV
Joshua Lewis
Las Vegas, NV

The content in this profile was updated by SmartAsset on 6/19/2024. 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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