Victor Orozco
Victor Orozco is a CFP-designated registered investment advisor at The Wealth Consulting Group, based in San Diego, CA, with 19 years of industry experience. Victor is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 12,940 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual fee is 2.50% of assets under management. Fees are negotiable based on account size, complexity, and services required, and vary by representative and platform.
Fee Estimator
Location
7676 Hazard Center Drive, Suite 1050, San Diego, CA, 92108
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Victor is involved with several entities related to his LPL business, including Wealth Consulting Group and Bair Financial Planning. He dedicates nearly full-time hours to WCG Wealth Advisors, LLC as a registered investment advisor.
Employment History
Current Registrations
The Wealth Consulting Group
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations6 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.
Exams
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- Marci Bair, CFPThe Wealth Consulting Group