Joe
Redmond

The Wealth Consulting Group

CRD#4508947
Investment Advisor
in Albuquerque, NM

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About this Advisor

Joe Redmond is a financial advisor operating out of Albuquerque, New Mexico with a total of 9 years of relevant experience. Redmond is an employee of The Wealth Consulting Group. During their career, the advisor has held roles at K-Care LLC, New England Securities and Lpl Financial. Redmond maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in New Mexico and Texas. The Wealth Consulting Group is an advisory company operating out of Las Vegas, NV. The company has offices in 34 locations and a total of 131 financial advisors. It manages $3 billion in total assets among its 11,436 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 28 charities and foundations. Of its 11,436 client accounts, 35% are associated with high-net-worth individuals who have more than $1 million in investable assets. The business performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually vary depending on which services the firm provides the client. However, fees billed by The Wealth Consulting Group likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

9 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

Office Location

4901 Mcleod Ne
Albuquerque, NM 87109

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The Wealth Consulting Group Brokerage Details

Total Assets Under Management

$2,795,803,920

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

131

NM Average: 10
Total Number of Accounts

11,436

NM Average: 1,698
Average Account Size

$244,474

NM Average: $391,170

Investment Advisory Services

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

Joe Redmond Work History

Joe has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Lpl Financial

2000 - Present (24 years)

K-Care LLC

2002 - 2014 (12 years)

New England Securities

*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 Joe Redmond 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

Nathan Newman
Las Vegas, NV
Renee Lee
Albuquerque, NM
Mark Starr
Las Vegas, NV
Alissa Todd
San Diego, CA
James Worden
Las Vegas, NV
Morgan Davis
San Diego, CA
Diane Reed
Rancho Mirage, CA
Brian Midtbo
Englewood, CO

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.

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