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Alissa Louise Todd

THE Wealth Consulting Group

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About Alissa Louise Todd

Alissa Todd is an Investment Advisor Representative with THE Wealth Consulting Group. Alissa has been in the industry since October 17, 2016. Alissa has a Series 7, Series 66 and SIE. Alissa is registered in California and Texas. The Wealth Consulting Group has offices in San Diego, CA, Las Vegas, NV, and other locations. Alissa specializes in providing financial planning, portfolio management, and pension consulting services. Alissa serves a variety of clients including individuals, businesses, charities, and pension plans. Alissa is committed to providing her clients with the highest level of service and expertise.

Firm Information

Alissa Todd is currently registered with THE Wealth Consulting Group. THE Wealth Consulting Group is a Las Vegas-based financial advisory firm with over $5 billion in assets under management. The firm provides financial planning, pension consulting, selection of other advisers, and portfolio management services for individuals, businesses, and charitable organizations. They also offer a wrap fee program.
THE Wealth Consulting Group

8925 WEST POST ROAD

LAS VEGAS, NV 89148

$5.19B

Assets Under Management

742

Total Clients

115

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alissa Todd’s Registration & Firm History

CA

02/25/2022 - Present

THE Wealth Consulting Group (San Diego CA)

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Licenses & Designations

BOTH

Issued 02/06/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alissa Louise Todd.
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