Dane
Petchul

Wealth Teams Alliance

CRD#5377118
Investment Advisor
in Irvine, CA

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About this Advisor

Dane Petchul is a financial advisor working in Irvine, California, who has 8 years of industry experience. Petchul is on the advisory team at Wealth Teams Alliance. Throughout their career, Petchul has worked at Signator Investors, Inc, Petchul Insurance Services, Inc, Signature Resources Capital Manangement LLC, Mml Investors Services LLC, Massmutual Life Insurance Company and Oak Grove, LLC. Petchul holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Wealth Teams Alliance is a financial advisory firm based out of Irvine, CA. The firm has offices in eight locations and a total of 13 financial advisors. It controls $159 million in assets among its 875 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm advises seven charitable organizations. Of its 875 accounts, just 6% belong to high-net-worth investors who have at least $1 million in investable assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Fees charged by financial advisors usually depend on the services provided. However, fees billed by Wealth Teams Alliance can consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

16755 Von Karman Ave Suite 200
Irvine, CA 92606

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Wealth Teams Alliance Brokerage Details

Total Assets Under Management

$158,869,733

CA Average: $7,578,581,321
Total Number of Employees

13

CA Average: 43
Total Number of Accounts

875

CA Average: 3,727
Average Account Size

$181,565

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Dane Petchul Work History

Dane has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Oak Grove, LLC

2014 - Present (10 years)

Massmutual Life Insurance Company

2015 - 2015 (< 1 year)

Mml Investors Services LLC

2014 - 2014 (< 1 year)

Signator Investors, Inc

2014 - 2014 (< 1 year)

Signature Resources Capital Manangement LLC

2005 - 2014 (9 years)

Petchul Insurance Services, Inc

*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 Dane Petchul 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 Wealth Teams Alliance

Robert Funk
Irvine, CA
Jonathon Soucier
Dinuba, CA
Michael Lockitch
Irvine, CA
Michael Taylor
Corbett, OR
Michael Alongi
Irvine, CA
Joshua Oronce
Irvine, CA
Timothy Latimer
Irvine, CA
Jae Lee
Torrance, 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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