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Franklin Cleyon Llano

CRD# 724031·Registered 1981 - 2012
Previously Registered: Being a previously registered professional could mean that Franklin is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Franklin Cleyon Llano, who also goes by Frank Llano, was a registered financial advisor. Franklin was a previously registered financial professional and started their career in finance 1981 - 2012. Franklin had worked at 4 firms and has passed the Series 63 and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Frank Llano

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

45 years in the financial services industry

Current & Past Employments

WEALTH MANAGEMENT GROUP, LLC·CRD# 158077
RIA
Allen, TX
August 30, 2011 - May 1, 2012
FORTUNE FINANCIAL SERVICES, LLC·CRD# 106112
RIA
Dallas, TX
September 1, 1994 - December 31, 2011
WALNUT STREET SECURITIES, INC.·CRD# 15840
BD
El Segundo, CA
January 1, 1987 - November 3, 2005
GENERAL AMERICAN LIFE INSURANCE COMPANY·CRD# 3963
BD
February 25, 1981 - April 15, 1987

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Current Firm

WM
WEALTH MANAGEMENT GROUP, LLC

WEALTH MANAGEMENT GROUP, LLC

CRD#: 158077 / SEC#: 801-78334

Contact Information

Main Address

700 Central Expressway South Suite 210, Allen, TX 75013

Documents

Latest Form ADV

Part 2 Brochures

WMG ADV 2A (2/4/2021)

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 1987About the Series 63 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Feb 1981About the Series 6 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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