Best Investors Account Sign in
Current Employers
The Wealth Consulting Group

8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-02
  • TX RA
    APPROVED
    Since 2024-07-02

Branch Locations

13310 University Blvd. Suite 240, Sugar Land, TX 77479 • United States

8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Talent Tree Staffing & Promotions Irving TX 01/2014 05/2017
Alliantgroup Lp Houston TX 10/2015 02/2017
Lpl Financial, Llc Houston TX 05/2017 11/2021
Intrua Financial Houston TX 05/2018 11/2021
Lpl Financial, Llc Houston TX 12/2021 Present
Sovereign Wealth Advisors, Llc Houston TX 11/2021 08/2024
Wcg Wealth Advisors, Llc Sugar Land TX 07/2024 Present
  • 01/2014 → 05/2017
    Talent Tree Staffing & Promotions
    Irving, TX
  • 10/2015 → 02/2017
    Alliantgroup Lp
    Houston, TX
  • 05/2017 → 11/2021
    Lpl Financial, Llc
    Houston, TX
  • 05/2018 → 11/2021
    Houston, TX
  • 12/2021 → Present
    Lpl Financial, Llc
    Houston, TX
  • 11/2021 → 08/2024
    Sovereign Wealth Advisors, Llc
    Houston, TX
  • 07/2024 → Present
    Wcg Wealth Advisors, Llc
    Sugar Land, TX
Previous Registrations
Other Businesses

1) 12/08/2021 - Notary - Kimberly Meade - Investment Related - Home Based - Start date: 9/25/2014 - 1 Hours Per Month/ 2 Hours during Trading 2) 08/16/2024 - The Wealth Consulting Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/01/2024 - 160 Hours Per Month/ 130 Hours during Trading 3) 06/10/2025 - WCG WEALTH ADVISORS, LLC - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:07/01/2024 - 160 Hrs/Mth - 130 Hrs During Trading.I provide administrative support to WCG Wealth Advisors, LLC an independent investment advisor firm. I started this business activity in 6/2025. 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. 4) 06/10/2025 - WCG Wealth Advisors,LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:07/01/2024 - 160 Hrs/Mth - 130 Hrs During Trading.I provide administrative support to WCG Wealth Advisors, LLC an independent investment advisor firm. I started this business activity in 6/2025. 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-28
S63 Uniform Securities Agent State Law Examination 2014-02-14
  • S65 Uniform Investment Adviser Law Examination
    2018-03-28
  • S63 Uniform Securities Agent State Law Examination
    2014-02-14
Designations
Other Names
  • Kimberly Neal
  • Kimberly A Neal
  • Kimberly Arumei Neal

View on SEC IAPD

More in Sugar Land, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor