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Julia Claire McCormick

THE Wealth Consulting Group

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About Julia Claire McCormick

Julia McCormick is a financial advisor with The Wealth Consulting Group, a firm based in Las Vegas, NV. Julia has over 10 years of experience in the financial services industry. Julia holds the Series 7, Series 66, and Series 63 securities licenses, as well as the SIE exam. Julia is also a Certified Financial Planner. Julia is committed to providing her clients with personalized financial advice and helping them reach their financial goals. Julia is registered with both FINRA and the state of Iowa. Julia is a member of the Des Moines Symphony.

Firm Information

Julia McCormick 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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Julia McCormick’s Registration & Firm History

IA

12/01/2023 - Present

THE Wealth Consulting Group (Des Moines IA)

IA

12/17/2013 - 04/30/2018

PRINCIPAL SECURITIES, INC. (URBANDALE IA)

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Licenses & Designations

BC

Issued 10/25/2023

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 12/19/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/04/2024

Series 7TO - General Securities Representative Examination

BC

Issued 05/09/2024

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julia Claire McCormick.
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