Ana Pasion

Current Employers

Employment History

• 09/2009 → 04/2020
  First Allied Securities
  San Diego, CA
• 08/2012 → 04/2020
  First Allied Advisory Services, Inc
  Chesterfield, MO
• 07/2020 → 08/2023
  Lpl Financial, Llc
  San Diego, CA
• 08/2024 → 12/2024
  Curate Partners
  Woburn, MA
• 01/2025 → 02/2026
  First Command
  Ft Worth, TX
• 09/2023 → 07/2024
  Unemployed
  San Diego, CA
• 05/2020 → 06/2020
  Unemployed
  San Diego, CA
• 03/2026 → Present
  Lpl Financial Llc
  San Diego, CA
• 03/2026 → Present
  Wcg Wealth Advisors, Llc
  San Diego, CA

Previous Registrations

• 2025-01-15 → 2026-03-02
  First Command Advisory Services
  San Diego, CA
  Fort Worth, TX
• 2020-07-27 → 2023-08-31
  Lpl Financial Llc
  San Diego, CA
  San Diego, CA
• 2012-08-02 → 2020-04-22
  First Allied Advisory Services, Inc.
  San Diego, CA
• 2012-08-03 → 2012-08-29
  First Allied Securities, Inc.
  San Diego, CA
  San Diego, CA
  San Diego, CA
• 2002-10-24 → 2009-01-14
  Wells Fargo Investments, Llc
  Pasadena, CA
  Los Angeles, CA

Other Businesses

1. 03/2026 - The Wealth Consulting Group - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 03/06/2026 2. 03/2026 - Real Estate Rental - Investment Related - 1 Hrs/Mth - 0 Hrs During Trading - Alhambra, CA 91801 - OBA Start Date: 01/01/2005 3. 03/2026 - Real Estate Rental - Investment Related - 1 Hrs/Mth - 0 Hrs During Trading - San Diego, CA 92101 - OBA Start Date: 01/01/2008 4. 03/2026 - In Home Supportive Services - Outside/W-2 Employment - Not Investment Related - 120 Hrs/Mth - 0 Hrs During Trading - National City, CA 91950 - OBA Start Date: 01/01/2025 5. 03/24/2026 - WCG Wealth Advisors - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 02/18/2026 - 160 hours per month/ during trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 3/2026. 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. 03/24/2026 - The Wealth Consulting Group - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 02/18/2026 - 160 hours per month/ during trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 3/2026. 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

• S65 Uniform Investment Adviser Law Examination
  2002-10-22
• S63 Uniform Securities Agent State Law Examination
  2002-01-22

Other Names

• Ana J Salvador
• Ana Joy Pasion