Marci Bair (CRD# 2299995) is an Investment Advisor Representative working at The Wealth Consulting Group in San Diego, CA and has over 31 years of experience in the finance industry. Marci Bair has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | San Diego, CA | Nov 2014 - Current | 9 |
| Wcg Wealth Advisors, LLC | San Diego, CA | Nov 2014 - Current | 9 |
| Bair Financial Group | San Diego, CA | Jul 1998 - Current | 25 |
| Metropolitan Life Insurance Company | San Diego, CA | Jun 2004 - Oct 2014 | 10 |
| Metlife Securities Inc. | San Diego, CA | Jun 2004 - Oct 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1993 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management5,194MILLIONS
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Total Number of Accounts21,408ACCOUNTS
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Average Account Value$242,628
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