Best Investors
Account
Sign in
Best Investors
Account
Sign in
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2018-12-07 |
| TX | RA | APPROVED_RES | 2018-12-03 |
Branch Locations
8925 W Post Road Ste 200, Las Vegas, NV 89148 • United States
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Las Vegas | NV | 02/2011 | Present |
| Independent Financial Partners | Las Vegas | NV | 04/2012 | 11/2018 |
| Wcg Wealth Advisors, Llc (Dba: The Wealth Consulting Group) | Las Vegas | NV | 11/2018 | Present |
(1) 08/05/2013 - NON-VARIABLE INSURANCE - SELLING FIX LIFE INSURANCE TO CLIENT OUTSIDED OF LPL. COMISSISION DIRECT FROM INSURANCE CARRIERS. - 1% OF TIME SPENT - LAS VEGAS, NV (2) 6/26/2018 - Christine Soscia LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date:01/01/2017 - 0 Hours Per Month/0 Hours During Trading. (3) 12/6/2018 - WCG Wealth Advisors, LLC - DBA: Wealth Consulting Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/30/2018 - 120 Hours Per Month/120 Hours During Securities Trading. (4) 12/11/2018 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 11/30/2018 - 100 Hours Per Month/100 Hours During Securities Trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in Dec 2018. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (5) 12/11/2018 - WCG Wealth Advisors, LLC - DBA: The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 11/30/2018 - 120 Hours Per Month/120 Hours During Securities Trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in Dec 2018. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-29 |
Reach out to this advisor