Unclaimed Profile

Sonja Rae Wall

WCG WEALTH ADVISORS, LLC·LAS VEGAS, Nevada

SIE, Series 4, Series 7, Series 24, Series 31, Series 52TO, Series 53, Series 66Clean record15 years registeredWCG WEALTH ADVISORS, LLC

8925 WEST POST ROAD, LAS VEGAS, NV 89148CRD# 4326706Firm CRD# 173194

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sonja Rae Wall · LAS VEGAS, NV

Registration

CRD #4326706 · WCG WEALTH ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WCG WEALTH ADVISORS, LLC

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ALAMO CAPITAL

Aug 2011 – Nov 2011

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Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 31

Series 52TO

Series 53

Series 66

Registration record

First registered · August 10, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WCG WEALTH ADVISORS, LLC

CRD 173194 · SEC 801-80386

AUM

$5.2B

Regulatory assets under management

Employees

264

21,408 client accounts

Services offered by WCG WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WCG WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Sonja Rae Wall offer?

Sonja Rae Wall specializes in Financial Planning, Investment Management.

What are Sonja Rae Wall's credentials?

Sonja Rae Wall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sonja Rae Wall located?

Sonja Rae Wall is based in LAS VEGAS, Nevada, last registered with WCG WEALTH ADVISORS, LLC.

How does Sonja Rae Wall charge for services?

Sonja Rae Wall's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WCG WEALTH ADVISORS, LLC?

WCG WEALTH ADVISORS, LLC has approximately 264 employees and manages $5.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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