CC
CFP
CC
CFP

Cheryl Ann Constantino

24 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
120 advisors
Number of Clients
12,424 clients
Average Client Portfolio
$438K average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

8925 West Post Road, Suite 200, Las Vegas, NV, 89148

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Cheryl operates her LPL business through The Wealth Consulting Group. She also sells non-variable insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
The Wealth Consulting Group
November 2014 - Present · 11 yrs 3 mos
LPL Financial LLCBroker
November 2014 - Present · 11 yrs 3 mos
Previous Registrations
LPL Financial LLC
January 2015 - February 2016 · 1 yr 1 mo
New England Securities Corporation
June 2008 - November 2014 · 6 yrs 5 mos
New England SecuritiesBroker
June 2008 - November 2014 · 6 yrs 5 mos
MML Investors Services, INC.
January 2004 - July 2008 · 4 yrs 6 mos
MML Investors Services, INC.Broker
December 2003 - July 2008 · 4 yrs 7 mos
Lincoln Financial Advisors Corporation
September 2001 - December 2003 · 2 yrs 3 mos
The Lincoln National Life Insurance CompanyBroker
July 2001 - December 2003 · 2 yrs 5 mos
Lincoln Financial Advisors CorporationBroker
July 2001 - December 2003 · 2 yrs 5 mos
Waddell & Reed, INC.Broker
March 2001 - July 2001 · 4 mos
State Registrations13 states
AZCAFLGAHIIDNHNVNYORTXUTVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.