Timothy Edward Latimer

Wealth Teams Alliance

8 Years of Experience

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Wealth Teams Alliance

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

780 clients

Average Client Portfolio

$264K average

Assets Under Management

$205.6M

Fee Structure

Location

15520 Rockfield Blvd, Suite G, Irvine, CA, 92618

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Wealth Teams Alliance

February 2018 - Present · 8 yrs

Previous Registrations

W&s Brokerage Services, INC.Broker

August 2015 - August 2016 · 1 yr

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.