Darlene Lynn Shipe
Investment adviser representative at The Wealth Consulting Group
13 yearsExperience
2 statesRegistered in
$6.3BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- The Wealth Consulting GroupJul 2021 to now
- Wcg Wealth Advisors, LLC (dba: the Wealth Consulting Group)Jul 2021 to now
- LPL Financial, LLCNov 2013 to now
- Householder Group Estate & Retirement SpecialistsNov 2013 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
The Wealth Consulting Group
Legal name: Wcg Wealth Advisors, LLC
$6.3BAssets managed
12,940Clients
127Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2458687
- Firm CRD
- 173194