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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neal? Claim Your ProfileNeal Brian Wilson is an investment advisor representative associated with The Wealth Consulting Group, a registered investment advisor. Neal Brian Wilson is also a registered representative of LPL Financial LLC. Neal Brian Wilson has been in the financial services industry for over 29 years, and holds a Series 63, Series 65 and a Series 7 license. Neal Brian Wilson is located in Palm Desert, CA and has been registered in the state of California. Neal Brian Wilson specializes in providing financial planning, investment advice, pension consulting and selection of other advisors. Neal Brian Wilson has a long history of experience in providing investment advisory services. Neal Brian Wilson may be reached at the main office of The Wealth Consulting Group, which is located at 8925 West Post Road, 2ND FLOOR, Las Vegas, NV 89148. The phone number at this location is 702-263-1919.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
07/10/2018 - Present
THE Wealth Consulting Group (Palm Desert CA)
CA
11/29/2017 - 02/12/2019
LPL FINANCIAL LLC (PALM DESERT CA)
CA
11/09/2015 - 11/29/2017
NATIONAL PLANNING CORPORATION (PALM DESERT CA)
CA
02/27/2014 - 11/30/2015
UNIONBANC INVESTMENT SERVICES, LLC (YUCCA VALLEY CA)
CA
07/22/1999 - 02/18/2014
NATIONAL PLANNING CORPORATION (PALM DESERT CA)
AZ
08/08/1996 - 07/15/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
05/24/1991 - 08/21/1996
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NY
12/19/1989 - 05/21/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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