Dane Petchul (CRD# 5377118) is an Investment Advisor Representative working at Wealth Teams Alliance in Irvine, CA and has over 9 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oak Grove, LLC | Barrington, RI | Oct 2015 - Current | 8 |
| Massmutual Life Insurance Company | Irvine, CA | Oct 2014 - Current | 9 |
| Mml Investors Services LLC | Irvine, CA | Jan 2015 - Sep 2015 | < 1 |
| Signature Resources Capital Manangement LLC | Irvine, CA | Aug 2014 - Dec 2014 | < 1 |
| Signator Investors, Inc. | Irvine, CA | Apr 2014 - Oct 2014 | < 1 |
| Petchul Insurance Services, Inc. | Irvine, CA | Jul 2005 - Oct 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2014 |
- CA
-
Total Assets Under Management199MILLIONS
-
Total Number of Accounts912ACCOUNTS
-
Average Account Value$218,546
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, FL, KS, NM, OH, OK, OR, TX, WA, WI
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