WCG Form CRS
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LPL Financial Form CRS
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BrokerCheck
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Julia McCormick is a registered representative with, and offers
securities through LPL Financial, Member FINRA/SIPC. Investment advice
offered through WCG Wealth Advisors, LLC (WCG), DBA The Wealth
Consulting Group, a registered investment advisor. WCG and The Wealth
Consulting Group are separate entities from LPL Financial.
WCG employs (or contracts with) individuals who may be (1) registered
representatives of LPL Financial and investment adviser representatives
of WCG; or (2) solely investment adviser representatives of WCG.
Although all personnel operate their businesses under WCG, they are each
possibly subject to differing obligations and limitations and may be
able to provide differing products or services.
The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or
legal advice or to provide the basis of any financial decision. Please
consult legal or tax professionals for specific information regarding
your individual situation. The opinions expressed and material provided
are for general information and should not be considered a solicitation
for the purchase or sale of any security, nor is it intended to be a
projection of current or future performance or indication of future
results. Investing always involves risk and possible loss of capital.
The LPL Financial registered representatives associated with this
website may discuss and/or transact business only with residents of the
states in which they are properly registered or licensed. No offers may
be made or accepted from any resident of any other state.
We take protecting your data and privacy very seriously. As of January
1, 2020, the
California Consumer Privacy Act (CCPA)
suggests the following link as an extra measure to safeguard your data:
Do not sell my personal information
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