Michael
Lockitch

Wealth Teams Alliance

CRD#2709889
Investment Advisor
in Irvine, CA

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About this Advisor

Michael Lockitch is a financial advisor operating in Irvine, California with a total of 2 years of industry experience. Lockitch is an employee of Wealth Teams Alliance. Over the course of their career, they have held roles at Capital Synergy Partners, Inc, Davinci Financial, Gold Dragon Trading, Guardian Life Insurance, Park Avenue Securities, Guardian Life Insurance Co Of America, Wealth Teams Alliance and Guardian Life Insurance Company Of America. Lockitch has Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to serve investors in California. Wealth Teams Alliance is a registered investment firm that has its headquarters in Irvine, CA. It has offices in eight locations and a total of 13 financial advisors. It has $159 million in assets between its 875 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm advises seven charitable organizations. Of its 875 customer accounts, just 6% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Fees for financial management typically vary depending on which services are provided. Fee types charged by Wealth Teams Alliance likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 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

Irvine, CA

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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

Michael Lockitch Work History

Michael has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Wealth Teams Alliance

2018 - Present (6 years)

Guardian Life Insurance Co Of America

2018 - Present (6 years)

Park Avenue Securities

2013 - Present (11 years)

Gold Dragon Trading

2018 - 2018 (< 1 year)

Guardian Life Insurance

2018 - 2018 (< 1 year)

Park Avenue Securities

2016 - 2018 (2 years)

Guardian Life Insurance

2016 - 2018 (2 years)

Park Avenue Securities

2016 - 2016 (< 1 year)

Guardian Life Insurance

2016 - 2016 (< 1 year)

Park Avenue Securities

2015 - 2015 (< 1 year)

Capital Synergy Partners, Inc

2015 - 2015 (< 1 year)

Guardian Life Insurance Company Of America

2015 - 2015 (< 1 year)

Park Avenue Securities

2014 - 2015 (1 year)

Davinci Financial

2012 - 2013 (1 year)

Gold Dragon Trading

*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 Michael Lockitch 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
Michael Lockitch
Irvine, CA
Jonathon Soucier
Dinuba, 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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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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