Gerald Melvin Goz

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

• 11/2014 → Present
  Lpl Financial Llc
  Phoenix, AZ
• 11/2014 → Present
  Wcg Wealth Advisors, Llc
  Phoenix, AZ

Previous Registrations

• 2005-10-19 → 2014-11-21
  New England Securities
  Phoenix, AZ
  Phoenix, AZ
• 2005-01-14 → 2005-10-03
  Osaic Fa, Inc.
  Phoenix, AZ

Other Businesses

1. 11/17/2014 - THE WEALTH CONSULTING GROUP/ SALE OF NON-VARIABLE INSURANCE/ 5%/ PHOENIX, AZ 2. 11/17/2014 - THE WEALTH CONSULTING GROUP/ DBA ONLY/ 100%/ PHOENIX, AZ 3. 11/26/2014: REGISTERED INVESTMENT ADVISOR DBA - WCG WEALTH ADVISORS, LLC - DBA: THE WEALTH ADVISOR GROUP - INVESTMENT RELATED - TIME SPENT 100% - PHOENIX, AZ. 4. 11/26/2014: REGISTERED INVESTMENT ADVISOR HYBRID - WCG WEALTH ADVISORS, LLC - INVESTMENT RELATED - TIME SPENT 100% - PHOENIX, AZ. 5. 08/04/2015 - WCG WEALTH ADVISORS, LLC - INV REL - 3333 EAST CAMELBACK ROAD, SUITE 212, PHOENIX, AZ 85018 - REGISTERED INVESTMENT ADVISOR DBA - START 07/30/2015 - 150 HOURS PER MONTH, 75 DURING TRADING - IAR

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-02-29
• S63 Uniform Securities Agent State Law Examination
  1983-03-08

Other Names

• Gerald M Goz
• Gerry Goz