Nila
Tatum

The Wealth Consulting Group

CRD#1206315
Investment Advisor
in Palm Desert, CA

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About this Advisor

Nila Tatum is a chartered financial consultant who works in Palm Desert, California with 6 years of relevant experience. Tatum is currently employed by The Wealth Consulting Group. Their career trajectory has included roles at National Planning Corporation, Lpl Financial, LLC and Wcg Wealth Advisors, LLC. Tatum has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California, New York and Texas. The Wealth Consulting Group is a financial advisory firm that has its headquarters in Las Vegas, NV. It has offices in 34 locations and a total of 131 employees. It has $3 billion in assets among its 11,436 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 28 charities and foundations. Of its 11,436 customer accounts, 35% are associated with high-net-worth investors who have greater than $1 million in assets. The Wealth Consulting Group has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice usually are based on which service is provided. Fees billed by The Wealth Consulting Group can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

34220 Gateway Drive Suite 100
Palm Desert, CA 92211

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The Wealth Consulting Group Brokerage Details

Total Assets Under Management

$2,795,803,920

CA Average: $664,206,839
Total Number of Employees

131

CA Average: 10
Total Number of Accounts

11,436

CA Average: 1,698
Average Account Size

$244,474

CA Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Nila Tatum Work History

Nila has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Lpl Financial, LLC

2017 - Present (7 years)

Wcg Wealth Advisors, LLC

2009 - 2017 (8 years)

National Planning Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nila Tatum 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 The Wealth Consulting Group

Renee Lee
Albuquerque, NM
Nathan Newman
Las Vegas, NV
Morgan Davis
San Diego, CA
Jamie Fehrs
New Castle, PA
Timothy Oshei
Las Vegas, NV
Mark Starr
Las Vegas, NV
Diane Reed
Rancho Mirage, CA
Megan Wilsey
Carlsbad, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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