Marc Arlyn Gallo

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 → 03/2020
  Lpl Financial Llc
  San Diego, CA
• 11/2014 → Present
  The Wealth Consulting Group
  San Diego, CA

Previous Registrations

• 2013-08-22 → 2014-11-14
  New England Securities
  San Diego, CA
• 2002-06-12 → 2013-08-13
  Msi Financial Services, Inc.
  San Diego, CA
  San Diego, CA

Other Businesses

1. WCG Wealth Advisors, LLC - DBA: The Wealth Consulting Group- Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 11/10/2014- 160 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through WCG WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in DATE-11/2014. 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. 2. WCG Wealth Advisors, LLC - DBA: Fides Wealth Strategies Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 11/24/2014- 160 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through WCG WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in DATE-11/2014. 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. 3. MAG WEALTH ENTERPRISES INC. - INV REL - 1741 SUNSET ROSE CT. EL CAJON, CA 92019 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 01/01/2015 - 1 HR/MO NONE DURING SECS TRDG HRS 4. NO BUSINESS NAME - INVESTMENT RELATED - 7676 HAZARD CENTER DR., #1050, SAN DIEGO, CA 92108 - NON-VARIABLE INSURANCE - 5% OF TIME SPENT - LIFE, DISABILITY, LTC AND MEDICAL - STARTED 11/14/2014

Exams

• S66 Uniform Combined State Law Examination
  2002-03-04
• S63 Uniform Securities Agent State Law Examination
  1999-09-13

Other Names

• Marc Arlyn Gallo