Darlene Shipe
Darlene Shipe is a registered investment advisor at The Wealth Consulting Group, based in Edmond, OK, with 31 years of industry experience. Darlene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 12,424 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCG Wealth Advisors charges a percentage of your portfolio's value as an advisory fee. The exact fee is determined by your advisor and can vary based on factors like the amount you invest, the complexity of your situation, and the services you need. The fee will be listed in your investment management agreement. WCG also offers access to various investment platforms through LPL Financial, Schwab, and Fidelity, each with its own fee structure.
Location
212 East 2nd Street, Edmond, OK, 73034
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Regulatory History (1)
Customer Dispute
July 2009Other Business ActivitiesSells Insurance
Darlene provides investment advisory services through WCG Wealth Advisors, LLC and its DBAs, dedicating nearly all of her time to this activity. She also sells non-variable insurance and is a notary public, spending minimal time on the latter.
Employment History
Current Registrations
The Wealth Consulting Group
LPL Financial LLCBroker
Previous Registrations
Householder Group Estate & Retirement Specialists
Householder Group Financial Advisors, LLC
Securities Service Network, INC.Broker
Ibc Investments
Ibc InvestmentsBroker
Capital West Securities, INC.
Capital West Securities, INC.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Raymond James Financial Services, INC.Broker
Local Securities CorporationBroker
Nationsbanc Investments, INC.Broker
NationssecuritiesBroker
Boatmen's Investment Services, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.