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Christine Soscia

The Wealth Consulting Group
28 Years of Experience
Las Vegas, NV
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Christine Soscia is a registered investment advisor at The Wealth Consulting Group, based in Las Vegas, NV, with 28 years of industry experience. Christine is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 12,940 clients with $6.3B in assets under management.

The Wealth Consulting Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
131 advisors
Number of Clients
12,940 clients
Average Client Portfolio
$485K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum annual fee is 2.50% of assets under management. Fees are negotiable based on account size, complexity, and services required, and vary by representative and platform.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8925 W Post Road Ste 200, Las Vegas, NV, 89148

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2016
Settled
Customer Dispute
February 2015
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Christine sells fixed life insurance outside of LPL, dedicating minimal time to this activity. She also operates Christine Soscia LLC for tax/investment purposes, and is an IAR for WCG Wealth Advisors, spending nearly full-time hours on investment advisory services.

Employment History
Current Registrations
The Wealth Consulting Group
December 2018 - Present · 7 yrs 10 mos
LPL Financial LLCBroker
February 2011 - Present · 15 yrs 8 mos
Previous Registrations
LPL Financial LLC
November 2025 - July 2026 · 8 mos
Independent Financial Partners
March 2012 - December 2018 · 6 yrs 9 mos
LPL Financial LLC
February 2011 - March 2013 · 2 yrs 1 mo
NFP Securities, INC.
June 2007 - February 2011 · 3 yrs 8 mos
NFP Securities, INC.Broker
June 2007 - February 2011 · 3 yrs 8 mos
Associated Planners Investment Advisory INC
September 2004 - June 2007 · 2 yrs 9 mos
Associated Securities CORP.
September 2004 - June 2007 · 2 yrs 9 mos
Associated Securities CORP.Broker
May 2004 - June 2007 · 3 yrs 1 mo
Securities America, INC.Broker
January 1998 - May 2004 · 6 yrs 4 mos
State Registrations17 states
AZCAFLIAIDINMDMNMOMTNVOHSCSDTXUTVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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