BF
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Brian Patrick Foley

8 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 W. Post Road 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.

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Other Business ActivitiesSells Insurance

Brian is a tennis coach and part-time bookkeeper at Darling Tennis Center. He also provides investment advisory services through WCG Wealth Advisors, LLC and WCG Insurance, LLC, dedicating nearly full-time hours to these activities.

Employment History
Current Registrations
The Wealth Consulting Group
December 2017 - Present · 8 yrs 2 mos
LPL Financial LLCBroker
May 2017 - Present · 8 yrs 9 mos
State Registrations25 states
ALAZCACOFLHIIDILINKYMIMNMTNCNHNMNVOHPATXUTVAWAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.