Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam James Lafleur is an Investment Advisor Representative with The Wealth Consulting Group, a registered investment advisor. William is registered in California and has been in the financial services industry since 2011. William holds the Series 65 license. The Wealth Consulting Group is headquartered in Las Vegas, Nevada. The firm manages approximately $5 billion in assets for individual and institutional clients. The firm provides financial planning, pension consulting and portfolio management services.
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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NV
10/21/2020 - Present
THE Wealth Consulting Group (LAS VEGAS NV)
IA
Issued 07/16/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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