Nila Lynn Tatum

Current Employers

Employment History

• 06/2009 → 04/2017
  National Planning Corporation
  Palm Desert, CA
• 04/2017 → Present
  Lpl Financial, Llc
  Palm Desert, CA
• 04/2017 → Present
  Wcg Wealth Advisors, Llc
  Palm Desert, CA

Previous Registrations

• 2009-07-30 → 2017-04-27
  National Planning Corporation
  Palm Desert, CA
• 2007-02-16 → 2009-06-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rancho Mirage, CA
• 1999-02-16 → 2007-02-26
  Citigroup Global Markets Inc.
  Palm Desert, CA
  Palm Desert, CA

Other Businesses

1. 04/27/2017 - FRANZ TATUM WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 6/1/2009 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 5/3/2017 - WCG WEALTH ADVISORS, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 4/28/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through WCG WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in April 2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 5/4/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance Trails only - Agent - Started 04/28/2017 - 4 Hours Per Month/1 Hour During Securities Trading - Fixed HSA. 4. 3/2/2021 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 02/26/2021 - 80 Hours Per Month/60 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 04/2017. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 04/13/2022 - The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 04/11/2022 - 10 Hours Per Month/ 10 Hours During Securities Trading 6. 05/24/2023 - Franz Tatum Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 05/18/2023 - 160 Hours Per Month/ 80 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through WCG Wealth Advisors, LLC an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-30
• S63 Uniform Securities Agent State Law Examination
  1995-01-13

Designations

Other Names

• Nila Lynn Novian
• Nila Lynn Tatum
• Nila Tatum