Unclaimed Profile

Shelley Jo Echeverria

WCG WEALTH ADVISORS, LLC·LAS VEGAS, Nevada

SIE, Series 1, Series 7, Series 24, Series 63ChFCClean record28 years registeredWCG WEALTH ADVISORS, LLC

8925 WEST POST ROAD - SUITE 200, LAS VEGAS, NV 89148CRD# 859153Firm CRD# 173194

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Shelley Jo Echeverria · LAS VEGAS, NV

Registration

CRD #859153 · WCG WEALTH ADVISORS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WCG WEALTH ADVISORS, LLC

THE WEALTH CONSULTING GROUP

Oct 2016 – Nov 2017

Phoenix, AZ

METLIFE SECURITIES INC.

Jun 2009 – May 2013

TEMPE, AZ

METLIFE SECURITIES INC.

Feb 1998 – May 2004

AURORA, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7

Series 24

Series 63

Registration record

First registered · February 13, 1998

Years registered · 28

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WCG WEALTH ADVISORS, LLC

CRD 173194 · SEC 801-80386

AUM

$5.2B

Regulatory assets under management

Employees

264

21,408 client accounts

Services offered by WCG WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WCG WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Shelley Jo Echeverria offer?

Shelley Jo Echeverria specializes in Financial Planning, Investment Management.

What are Shelley Jo Echeverria's credentials?

Shelley Jo Echeverria holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Shelley Jo Echeverria located?

Shelley Jo Echeverria is based in LAS VEGAS, Nevada, last registered with WCG WEALTH ADVISORS, LLC.

How does Shelley Jo Echeverria charge for services?

Shelley Jo Echeverria's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WCG WEALTH ADVISORS, LLC?

WCG WEALTH ADVISORS, LLC has approximately 264 employees and manages $5.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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