linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Rommel Palomera salas

THE Wealth Consulting Group

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Rommel? Claim Your Profile

About Rommel Palomera salas

Rommel Palomera salas is an investment advisor representative (IAR) with The Wealth Consulting Group, a firm that manages over $5 billion in assets. Rommel is registered in California and has been in the industry since December 2018. He previously worked for LPL Financial. Rommel holds Series 66, Series 7, and SIE licenses. He specializes in providing investment advisory services, financial planning, and pension consulting to individuals, businesses, and charitable organizations. The Wealth Consulting Group offers a range of services, including portfolio management, financial planning, and retirement planning. The firm works with clients who are looking for personalized financial guidance and investment strategies.

Firm Information

Rommel Palomera salas 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Rommel Palomera salas’s Registration & Firm History

NV

07/16/2024 - Present

THE Wealth Consulting Group (LAS VEGAS NV)

CA

12/17/2018 - 07/17/2024

LPL FINANCIAL LLC (SAN DIEGO CA)

Not sure if Rommel Palomera salas is right for you?

Licenses & Designations

BOTH

Issued 01/28/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/17/2018

Series 7TO - General Securities Representative Examination

BC

Issued 12/11/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rommel Palomera salas.
Not sure if Rommel Palomera salas is right for you?