Robert
Funk
Wealth Teams Alliance
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About this Advisor
Robert Funk is a financial advisor based out of Irvine, California, with a total of 3 years of relevant experience. Funk is on the advisory team at Wealth Teams Alliance. Their career trajectory has included roles at Nylife Securities, LLC, New York Life Insurance Company, Western Southern Life, W&S Brokerage Services, Massmutual Life Insurance Company, Mml Investors Services, Signature Resources Capital Management, LLC and Signature Resources Capital Management LLC. Funk holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in California. Wealth Teams Alliance is a company based in Irvine, CA. The company has offices in eight locations and a total of 13 financial advisors. It administers $159 million in assets under management across its 875 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm serves seven charitable organizations. Of its 875 customer accounts, just 6% are held by high-net-worth individuals who have more than $1 million in investable assets. The company has 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 vary depending on which services the firm provides the client. However, fee types charged by Wealth Teams Alliance can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Teams Alliance Brokerage Details
$158,869,733
13
875
$181,565
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Robert Funk Work History
Robert has been registered as a financial advisor for 3 years.*
Signature Resources Capital Management LLC
Massmutual Life Insurance Company
Mml Investors Services
Signature Resources Capital Management, LLC
Western Southern Life
W&S Brokerage Services
Nylife Securities, LLC
New York Life Insurance Company
*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 Robert Funk 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
Irvine, CA
Irvine, CA
Dinuba, CA
Corbett, OR
Irvine, CA
Irvine, CA
Irvine, CA
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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