AT
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Alissa Louise Todd

9 Years of Experience
Broker
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 Dr Ste 1050, San Diego, CA, 92108-4515

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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 Activities

Alissa operates her LPL business under The Wealth Consulting Group DBA and WCG Wealth Advisors, dedicating about half of her time to it. She also hosts a "Women Owning Wealth" event and speaks at various conferences and events, spending minimal time on these activities.

Employment History
Current Registrations
The Wealth Consulting Group
February 2017 - Present · 9 yrs
LPL Financial LLC
October 2016 - Present · 9 yrs 4 mos
LPL Financial LLCBroker
October 2016 - Present · 9 yrs 4 mos
State Registrations4 states
CAFLTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.