Anthony Joseph Turcotte

Employer firm

The Wealth Consulting Group CRD 173194

$6.28B regulatory AUM 325 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2002 → 01/2017
  Mml Investors Services, Inc.
  Agoura Hills, CA
• 11/2002 → 01/2017
  Massmutual
  Springfield, MA
• 01/2017 → Present
  Lpl Financial, Llc
  Westlake Village, CA
• 01/2017 → Present
  Wcg Wealth Advisors, Llc
  Westlake Village, CA

Previous Registrations

• 2004-06-28 → 2017-01-26
  Mml Investors Services, Llc
  Westlake Village, CA
  Westlake Village, CA

Other Businesses

1. 01/20/2017 - WEALTH CONSULTING GROUP LOS ANGELES/ DBA for LPL Business (entity for LPL business)/ 100%/ Westlake Village, CA 2. 01/20/2017 - AJT CAPITAL CONSULTING GROUP, INC/ Business Entity For Tax/Investment Purposes Only/ 1%/ Agoura Hills, CA. 3. 2/9/2017 - WCG WEALTH ADVISORS, LLC - DBA: The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 1/1/2017 - 160 Hours Per Month - Time Spent 100% - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in January 2017. I expect to spend approximately 160 hours a 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. 2/9/2017 - WCG Wealth Advisors, LLC - DBA: The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 1/1/2017 - 160 Hours Per Month/6 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in January 2017. I expect to spend approximately 160 hours a 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. 01/05/2018 - Wealth Consulting Group CA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent / Sales - start date 01/20/2017 - 8 hours per month/ 0 hours during securities trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-06-07
• S63 Uniform Securities Agent State Law Examination
  2002-11-25

Other Names

• Anthony Joseph Turcotte