Caitlin
Allard
The Wealth Consulting Group
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About this Advisor
Caitlin Allard is a financial advisor based in Cobbs Creek, Virginia, working with The Wealth Consulting Group. Caitlin has previously held positions at Sentinel Wealth Management, Inc, The Legacy Foundation, Abaco Systems, Inc, S&P Global Market Intelligence, and Wcg Wealth Advisors, LLC. Caitlin has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Caitlin is part of The Wealth Consulting Group, which operates out of Cobbs Creek, Virginia. The firm has 50 offices and 204 employees. The firm manages assets totaling $5.4 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at The Wealth Consulting Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Wealth Consulting Group Brokerage Details
$5,446,595,206
204
20,129
$270,584
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Caitlin Allard Work History
Wcg Wealth Advisors, LLC
Sentinel Wealth Management, Inc
The Legacy Foundation
Abaco Systems, Inc
S&P Global Market Intelligence
Disclosures
Please visit the SEC profile of Caitlin Allard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Wealth Consulting Group
Sacramento, CA
Overland Park, KS
Austin, TX
San Diego, CA
Las Vegas, NV
Leawood, KS
San Diego, CA
Las Vegas, NV
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