BC
BC

Barclay Kendall Callender

14 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

8925 West Post Rd., Suite 200, Las Vegas, NV, 89148

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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

Barclay operates The Wealth Consulting Group as a DBA for his LPL business and as a registered investment advisor under WCG Wealth Advisors, LLC, dedicating full-time hours to these investment-related activities. He also has a business entity, Callender Consultants LLC, for tax/investment purposes, requiring minimal time.

Employment History
Current Registrations
The Wealth Consulting Group
November 2014 - Present · 11 yrs 3 mos
LPL Financial LLCBroker
November 2014 - Present · 11 yrs 3 mos
Previous Registrations
New England Securities Corporation
August 2011 - November 2014 · 3 yrs 3 mos
New England SecuritiesBroker
March 2011 - November 2014 · 3 yrs 8 mos
State Registrations8 states
AZCACOGAHINMNVNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.