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Alissa Todd
Financial Advisor, Personal Cfo at The Wealth Consulting
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Work Experience
Financial Advisor, Personal Cfo
Jun 2016 - Present · 8 years and 7 months
Morgan Stanley Intern For First Vice President Financial Advisor
Jun 2015 - May 2016 · 11 months
Marketing Officer
May 2013 - May 2014 · 1 years
Company Details
51-200 Employees
A wealth advisory firm serving individuals, families and corporations. Our vision is to be the best wealth management company in the minds of our clients and centers of influence. Our mission is to help our clients identify true wealth in their lives, be the catalyst to plug all of the holes in their wealth planning, and provide a level of service that exceeds expectations. Serving as your Personal CFO, we help you set and implement clear goals aligned with your needs, values and objectives. Securities offered through LPL Financial, Member SiPC, www.sipc.org. Investment advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. WCG Wealth Advisors, LLC and The Wealth Consulting Group are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states that I am/we are registered to do business, please visit www.wealthcg.com.
Year Founded
1995
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance
HQ Location
8925 W. Post Road 2nd Floor Las Vegas, Nevada 89148, US
Keywords
Wealth PlanningInvestment AdvisoryInsurance BrokerageRetirement Planning
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