John Joseph Link
Investment adviser representative at The Wealth Consulting Group
42 yearsExperience
1 stateRegistered 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
42 years in the industry.
- The Wealth Consulting GroupOct 2017 to now
- Wcg Wealth Advisors, LLC (dba: the Wealth Consulting Group)Jun 2017 to now
- LPL Financial, LLCAug 2016 to now
- Level Four Advisory ServicesAug 2016 to Jun 2017
- Link, Murrel & CompanyJun 1984 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1998
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 2932040
- Firm CRD
- 173194