DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)33 years in industry

MARCI SUE BAIR

Advisor at THE WEALTH CONSULTING GROUP

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a1d685bb-8aae-61d3-8bd9-0c4c77612eb4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 30, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: THE WEALTH CONSULTING GROUP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 5, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Mar 5, 1993
First registration: Apr 30, 2002
Dual registered: yes, broker-dealer
Other names: MARTHA SUE BAIR
IAPD individual key: 2299995

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
THE WEALTH CONSULTING GROUP	Independent wealth	Nov 20, 2014	n/a	yes	SAN DIEGO, CA	Current employment
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Jun 15, 2004	Nov 17, 2014	no	SAN DIEGO, CA\|RANCHO MIRAGE, CA\|SAN DIEGO, CA	Previous registration
QA3 FINANCIAL LLC	n/a	Mar 11, 2004	Jun 16, 2004	no	SAN DIEGO, CA	Previous registration
THE ADVISORS GROUP, INC.	n/a	Apr 30, 2002	Oct 15, 2002	no	SAN DIEGO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MSI FINANCIAL SERVICES, INC.	THE WEALTH CONSULTING GROUP	Nov 17, 2014	Nov 20, 2014	3	Firm change	Other
QA3 FINANCIAL LLC	MSI FINANCIAL SERVICES, INC.	Jun 16, 2004	Jun 15, 2004	-1	Firm change	Other
THE ADVISORS GROUP, INC.	QA3 FINANCIAL LLC	Oct 15, 2002	Mar 11, 2004	513	Firm change after gap	Other

Relationships

Registered with (4)

→ THE WEALTH CONSULTING GROUPRegistered adviserregistration: current employment
Nov 20, 2014 to presentfactForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jun 15, 2004 to Nov 17, 2014factForm ADV
→ QA3 FINANCIAL LLCRegistered adviserregistration: previous registration
Mar 11, 2004 to Jun 16, 2004factForm ADV
→ THE ADVISORS GROUP, INC.Registered adviserregistration: previous registration
Apr 30, 2002 to Oct 15, 2002factForm ADV

Dated events

No dated event names this entity yet.