Marci Sue Bair

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

• 07/1998 → Present
  Bair Financial Group
  San Diego, CA
• 11/2014 → Present
  Lpl Financial, Llc
  San Diego, CA
• 11/2014 → Present
  Wcg Wealth Advisors, Llc
  San Diego, CA

Previous Registrations

• 2004-06-15 → 2014-11-17
  Msi Financial Services, Inc.
  San Diego, CA
  Rancho Mirage, CA
  San Diego, CA
• 2004-03-11 → 2004-06-16
  Qa3 Financial Llc
  San Diego, CA
• 2002-04-30 → 2002-10-15
  The Advisors Group, Inc.
  San Diego, CA

Other Businesses

1. 11/12/2014 - BAIR FINANCIAL PLANNING/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ SAN DIEGO, CA 2. 11/12/2014 - THE WEALTH CONSULTING GROUP/ NON-VARIABLE INSURANCE/ 10%/ SAN DIEGO, CA 3. 11/12/2014 - LEGAL SHIELD/ INSURANCE AGENT/ 5%/ SAN DIEGO, CA 4. 11/12/2014 - BAIR FINANCIAL GROUP/ INSURANCE AGENCY/ 10%/ SAN DIEGO, CA 5. 11/26/2014: REGISTERED INVESTMENT ADVISOR DBA - WCG WEALTH ADVISORS, LLC - DBA: THE WEALTH CONSULTING GROUP - INVESTMENT RELATED - SAN DIEGO, CA. 6. 11/26/2014: REGISTERED INVESTMENT ADVISOR HYBRID - WCG WEALTH ADVISORS, LLC - INVESTMENT RELATED - TIME SPENT 100% - SAN DIEGO, CA. 7. 11/26/2014: REGISTERED INVESTMENT ADVISOR DBA - WCG WEALTH ADVISORS, LLC - DBA: BAIR FINANCIAL - STARTED 4/13/1992 - INVESTMENT RELATED - TIME SPENT 100% - SAN DIEGO, CA. 8. 07/16/2015 - WCG WEALTH ADVISORS, LLC - IVN REL - 7676 HAZARD CENTER DRIVE, SUITE 1050 SAN DIEGO, CA 92108 - REGISTERED INVESTMENT ADVISOR DBA - START 04/15/1992 - 40 HOURS PER MONTH, 40 DURING TRADING - IAR 9. 07/06/2023 - The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 05/23/2023 - 160 Hours Per Month/ 160 Hours During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-03-05

Designations

• Certified Financial Planner

Other Names

• Martha Sue Bair