Brianne Soscia is a CFP-designated registered investment advisor at LPL Financial LLC, based in Las Vegas, NV, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
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Average Client Portfolio
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Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
8925 W. Post Rd 2nd Floor, Las Vegas, NV, 89148
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brianne has a business entity for tax/investment purposes and DBAs for her LPL business. She provides investment advisory services through WCG Wealth Advisors, LLC, spending nearly full-time on this activity, and is also an agent for non-variable insurance.
Employment History
Current Registrations
LPL Financial LLC
The Wealth Consulting Group
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
LPL Financial LLC
State Registrations12 states
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.