Nathan Truax joined Lincoln Financial Advisors/Sagemark Consulting in 2011 as the Managing Principal for Southern California. In his current role, Nathan is responsible for the management, support and oversight of Lincoln Financial Advisors in the Los Angeles, Orange County and San Diego territories.
With over 15 years of experience in the areas of tax advantaged investing, estate planning and retirement income planning; Nathan helps advisors and clients take complex strategies and make them simple, straightforward and easy to understand.
Nathan started his career working for Western Capital Financial, a San Diego based firm that specialized in tax advantaged investments and estate planning. Nathan went on to become the Vice President of a privately held firm that specialized in alternative investments. Prior to his current role, Nathan was the Managing Principal for Questar Capital helping the firm grow their advisor base in Southern California.
Nathan is a former All-American baseball player earning a scholarship to the University of Utah and a degree in Business Management. Nathan holds a FINRA Series 7, 63, 65, 66 and 24 Securities registrations as well as a CA life insurance license. Nathan is married and has two sons. Nathan Truax is a registered representative of Lincoln Financial Advisors Corporation.
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*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.