Edward Walker Stone

Current Employers

Employment History

• 08/1992 → Present
  Lpl Financial Llc
  Albuquerque, NM
• 07/2025 → Present
  The Wealth Consulting Group
  Albuquerque, NM

Other Businesses

1. 08/18/2014: ALTENBURG ASSET ADVISORS LLC - INV REL - 4600-B MONTGOMERY BLVD. NE SUITE -104, ALBUQUERQUE, NM 87109 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS): ALTENBURG ASSET ADVISORS LLC - START 07/01/2014 - 160 HR/MO 8 DURING SECS TRDG HRS 2. 02/23/2016 - INV REL - 4600-B Montgomery Blvd. NE, Suite 104, Albuquerque, NM 87109 (505) 885-0875 - Non-Variable Insurance - START 02/19/2016 - 3 HOURS PER MONTH DURING TRADING -Selling LTC insurance through LTCI Partners LLC as an LPL rep. 3. 1/15/2019 - Investment Related - Santa Fe, NM 87505 - Real Estate Rental - Started 12/14/2018 - 0 Hours Per Month - Purchased a home in Santa Fe, New Mexico in December as an investment property. 4) 03/05/2025 - The Wealth Consulting Group - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:02/28/2025 - 160 Hrs/Mth - 120 Hrs During Trading. 5) 08/05/2025 - The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date: 07/28/2025- 160 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 8/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial 6) 08/05/2025 - Altenburg Asset Advisors, LLC - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date: 07/28/2025 - 160 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 8/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7) 08/05/2025 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 07/28/2025 - 160 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through WCG WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in DATE-07/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-02-24

Designations

Other Names

• Chip Stone
• Edward Walker Stone