CR
CFP
CR
CFP

Christopher Todd Rand

29 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
120 advisors
Number of Clients
12,424 clients
Average Client Portfolio
$438K average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

7676 Hazard Center Dr, Suite 1050, San Diego, CA, 92108

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher sells non-variable insurance products, including life, disability, long-term care, and medical insurance, dedicating a few hours per week. He also provides investment advisory services through WCG Wealth Advisors, LLC, spending nearly full-time on this activity, and teaches graduate-level business courses at UC Berkeley Extension for a few hours per week.

Employment History
Current Registrations
The Wealth Consulting Group
November 2014 - Present · 11 yrs 3 mos
Previous Registrations
LPL Financial LLC
April 2016 - January 2017 · 9 mos
LPL Financial LLCBroker
November 2014 - April 2020 · 5 yrs 5 mos
New England SecuritiesBroker
January 2014 - November 2014 · 10 mos
New England Securities Corporation
January 2014 - November 2014 · 10 mos
New England Securities Corporation
December 2010 - December 2013 · 3 yrs
New England SecuritiesBroker
November 2010 - December 2013 · 3 yrs 1 mo
Metlife Securities INC.
December 2001 - December 2010 · 9 yrs
Metlife Securities INC.Broker
December 2001 - December 2010 · 9 yrs
Metropolitan Life Insurance CompanyBroker
December 2001 - July 2007 · 5 yrs 7 mos
Hornor, Townsend & Kent, INC.Broker
February 2001 - November 2001 · 9 mos
Signator Investors, INC.Broker
November 1996 - March 2001 · 4 yrs 4 mos
John Hancock Mutual Life Insurance CompanyBroker
November 1996 - May 1997 · 6 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.