Darlene
Shipe
The Wealth Consulting Group
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About this Advisor
Darlene Shipe is a financial advisor based in Edmond, Oklahoma, working with The Wealth Consulting Group. Darlene has previously held positions at Lpl Financial, LLC, Householder Group Estate & Retirement Specialists, and Wcg Wealth Advisors, LLC (Dba: The Wealth Consulting Group). Darlene has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma and Texas. Currently, Darlene is part of The Wealth Consulting Group, which operates out of Edmond, Oklahoma. 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
Services Offered
Fee Structure
Office Location
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The Wealth Consulting Group Brokerage Details
$5,194,180,776
264
21,408
$242,628
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Darlene Shipe Work History
Wcg Wealth Advisors, LLC (Dba: The Wealth Consulting Group)
Lpl Financial, LLC
Householder Group Estate & Retirement Specialists
Disclosures
Please visit the SEC profile of Darlene Shipe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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