AL
AL

Amir Hossein Lozani

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
120 advisors
Number of Clients
12,424 clients
Average Client Portfolio
$438K average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

7676 Hazard Center Drive, Suite 1050, San Diego, CA, 92108

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Amir operates The Wealth Consulting Group as a DBA for LPL business and is a registered investment advisor hybrid through WCG Wealth Advisors, LLC. Amir also works as a broker for Click2Bind Insurance Services, Inc., selling health, life, dental, vision, LTC, and P&C insurance products, dedicating about a quarter of their time during securities trading.

Employment History
Current Registrations
The Wealth Consulting Group
February 2015 - Present · 11 yrs
LPL Financial LLCBroker
January 2015 - Present · 11 yrs 1 mo
Previous Registrations
Metlife Securities INC.
December 2006 - December 2014 · 8 yrs
Metlife Securities INC.Broker
December 2006 - December 2014 · 8 yrs
Metropolitan Life Insurance CompanyBroker
December 2006 - July 2007 · 7 mos
Securian Financial Services, INC.
July 2002 - December 2006 · 4 yrs 5 mos
Securian Financial Services, INC.Broker
February 2002 - December 2006 · 4 yrs 10 mos
State Registrations3 states
CACOTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.