Karin Metcalf, financial advisor Las Vegas NV
78 score

Karin Metcalf

CRD Number: 5890417
Current Firm: The Wealth Consulting Group

Karin Metcalf (CRD# 5890417) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
The Wealth Consulting Group Las Vegas, NV Nov 2014 - Current 3
Lpl Financial LLC Las Vegas, NV Oct 2014 - Current 3
New England Securities Las Vegas, NV Mar 2012 - Oct 2014 2
University Of Phoenix Henderson, NV Sep 2010 - Feb 2012 1
Suite 101.com Media, Inc. Vancouver, Jul 2010 - Feb 2012 1
Various Insurance Carriers For W&r Insurance Agencies Las Vegas, NV Oct 2011 - Jan 2012 < 1
Waddell & Reed, Inc. Las Vegas, NV May 2011 - Jan 2012 < 1
Unemployed Lompoc, CA May 2010 - Jul 2010 < 1
County Of Santa Barbara Santa Barbara, CA Dec 2006 - May 2010 3
Metcalf Golf Lompac, CA Aug 2005 - Nov 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Karin H. Metcalf
Phone Number: (702) 263-1919
Firm Website: http://www.wealthcg.com
Registered State(s):
  • NV
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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