Andrew Arthur Zittell

Current Employers

Employment History

• 05/2004 → Present
  Lpl Financial Llc
  San Rafael, CA
• 03/2013 → 09/2016
  Yerba Buena Wealth Advisors Llc
  San Rafael, CA
• 05/2016 → 05/2017
  Yerba Buena Wealth Advisors, Llc
  San Rafael, CA
• 05/2017 → 02/2021
  Strategic Wealth Advisors Group, Llc
  San Rafael, CA
• 02/2021 → Present
  Wcg Wealth Advisors, Llc (Dba: The Wealth Consulting Group)
  San Rafael, CA

Previous Registrations

• 2017-05-10 → 2021-02-22
  Mariner Advisor Network
  San Rafael, CA
• 2015-10-21 → 2017-08-04
  Yerba Buena Wealth Advisors, Llc
  San Rafael, CA
• 2013-09-26 → 2016-10-07
  Yerba Buena Wealth Advisors Llc
  San Rafael, CA
• 2000-06-13 → 2004-06-01
  Ws Griffith Securities, Inc.
  Walnut Creek, CA

Other Businesses

1. 8/4/2004: YERBA BUENA FINANCIAL PARTNERS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 6/5/2009 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 5% - Acts as an writing and servicing agents for fixed insurance/products that are not written through LPL. 3. 3/9/2021 - WCG WEALTH ADVISORS, LLC - DBA: The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 02/25/2021 - 0 Hours Per Month - Time Spent 0% - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 03/09/2021. I expect to spend approximately 0 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. 4. 3/9/2021 - The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 02/25/2021 - 160 Hours Per Month/80 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through The Wealth Consulting Group an independent investment advisor firm. I started this business activity in 03/2021. 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. 5. 3/23/2021 - The Wealth Consulting Group - DBA: WCG Wealth Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 02/19/2021 - 0 Hours Per Month - I provide investment advisory services through The Wealth Consulting Group, and its DBA WCG Wealth Advisors, an independent investment advisor firm. I started this business activity in 03/2021. I expect to spend approximately 0 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. 3/31/2021 - The Wealth Consulting Group - DBA: Yerba Buena Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 02/19/2021 - 80 Hours Per Month/8 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services thru The Wealth Consulting Group, and its DBA Yerba Buena Financial Partners, an independent investment advisor firm. I began this business activity in 03/2021. I expect to spend approximately 80 hours/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. 05/25/2023 - The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 05/24/2023 - 120 Hours Per Month/ 60 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2000-05-18
• S63 Uniform Securities Agent State Law Examination
  1990-03-13

Designations

Other Names

• Andy Zittell