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Anthony Joseph Turcotte

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

30700 Russell Ranch Road, Suite 140, Westlake Village, CA, 91362

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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

Anthony operates Wealth Consulting Group Los Angeles as a DBA for LPL business and is also involved with AJT Capital Consulting Group, Inc. He dedicates full-time hours to providing investment advisory services through WCG Wealth Advisors, LLC, and spends a few hours per week as a non-variable insurance agent.

Employment History
Current Registrations
LPL Financial LLCBroker
January 2017 - Present · 9 yrs 1 mo
The Wealth Consulting Group
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
MML Investors Services, LLC
June 2004 - January 2017 · 12 yrs 7 mos
MML Investors Services, LLCBroker
November 2002 - January 2017 · 14 yrs 2 mos
State Registrations5 states
CAFLRISCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.