Darren Blaine Todd

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

• 03/1994 → Present
  Self-Employed
  San Diego, CA
• 03/2004 → Present
  Todd Financial & Ins Svcs, Inc
  San Diego, CA
• 03/2014 → Present
  Integrated Insurance Administrative Services
  San Diego, CA
• 11/2014 → Present
  Lpl Financial Llc
  San Diego, CA
• 11/2014 → Present
  Wcg Wealth Advisors, Llc
  San Diego, CA

Previous Registrations

• 2005-10-18 → 2014-11-21
  New England Securities
  San Diego, CA
  San Diego, CA
• 2003-01-16 → 2005-07-25
  Mml Investors Services, Llc
  San Diego, CA

Other Businesses

(1) 11/11/2014: THE WEALTH CONSULTING GROUP - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - INS TYPES: LIFE, FIXED ANNUITIES, LONG-TERM CARE, DISABILITY (2) 11/11/2014: THE WEALTH CONSULTING GROUP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) (3) 11/11/2014: TODD FINANCIAL & INSURANCE SERVICES, INC. - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - CEO, CFO, AND CORPORATE SECRETARY. INS TYPES: HEALTH, GROUP RELATED EMPLOYEE BENEFITS. (4) 11/11/2014: DARREN B TODD CFP - INV REL - AT REPORTED BUSINESS LOCATION(S) - INSURANCE AGENCY - I AM AN INSURANCE AGENT/SOLE PROPRIETOR. INS TYPES: HEALTH, GROUP RELATED EMPLOYEE BENEFITS, PROPERTY & CASUALTY (5) 11/11/2014: INTEGRATED INSURANCE AND ADMINISTRATIVE SERVICES - INV REL - HOME BASED - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 07/01/2013 - 1% OF TIME SPENT (6) 11/26/2014: WCG WEALTH ADVISORS, LLC - INV REL - 1615 MURRAY CANYON RD SAN DIEGO CA 92108 - REGISTERED INVESTMENT ADVISOR DBA: THE WEALTH CONSULTING GROUP - START 11/03/2014 - 100% OF TIME SPENT - INVESTMENT ADVISER REPRESENTATIVE (7) 11/26/2014: WCG WEALTH ADVISORS, LLC - INV REL - 1615 MURRAY CANYON RD SAN DIEGO CA 92108 - REGISTERED INVESTMENT ADVISOR HYBRID - STRAT 11/03/2014 - 100% OF TIME SPENT - INVESTMENT ADVISER REPRESENTATIVE

Exams

• S66 Uniform Combined State Law Examination
  2001-02-26
• S63 Uniform Securities Agent State Law Examination
  1994-04-12

Designations

• Certified Financial Planner