Bianca
Soto
Sageview Advisory Group, LLC
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About this Advisor
Bianca Soto is a financial advisor based in Tulsa, Oklahoma, working with Sageview Advisory Group, LLC. Bianca has previously held positions at First Allied Securities, Inc, Capital One Investing, Sageview Advisory Group, LLC, United Income, Inc, and Khp Capital LLC. Bianca has passed the Series 65 regulatory exam and is registered to provide services in Oklahoma. Currently, Bianca is part of Sageview Advisory Group, LLC, which operates out of Tulsa, Oklahoma. The firm has 36 offices and 262 employees. The firm manages assets totaling $202.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Sageview Advisory Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sageview Advisory Group, LLC Brokerage Details
$202,573,491,630
262
34,543
$5,864,386
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Bianca Soto Work History
Sageview Advisory Group, LLC
Capital One Investing
United Income, Inc
Khp Capital LLC
First Allied Securities, Inc
Disclosures
Please visit the SEC profile of Bianca Soto to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sageview Advisory Group, LLC
Redwood City, CA
Newport Beach, CA
Tulsa, OK
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Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Boston, MA
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