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Bianca Soto

Sageview Advisory Group, LLC

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About Bianca Soto

Bianca Soto is an investment advisor representative with Sageview Advisory Group, LLC based in Tulsa, OK. Bianca has been working in the financial industry since 2014. Bianca has a Series 65 license. Bianca holds the Securities Industry Essentials (SIE) certification. Bianca has experience working for several firms, including First Allied Securities, Inc., Capital One Investing, United Income, Inc., and KHP Capital LLC. Bianca has a strong commitment to providing clients with personalized financial advice and investment strategies.

Firm Information

Bianca Soto is currently registered with Sageview Advisory Group, LLC. Sageview Advisory Group, LLC is a financial advisory firm headquartered in Newport Beach, CA. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services to high-net-worth individuals, corporations, charitable organizations, state and municipal government entities, and pension and profit-sharing plans. They manage over $202 billion in assets for over 34,000 clients.
Sageview Advisory Group, LLC

4000 MACARTHUR BLVD.

NEWPORT BEACH, CA 92660

$202.57B

Assets Under Management

5

Total Clients

117

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bianca Soto’s Registration & Firm History

OK

03/17/2022 - Present

Sageview Advisory Group, LLC (Tulsa OK)

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Licenses & Designations

IA

Issued 10/07/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/09/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bianca Soto.
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