Timothy Latimer has been an investment adviser representative at Wealth Teams Alliance since February 2018, and is not listed among the firm’s executive officers or direct owners. Timothy Latimer holds a Bachelor of Science in Marketing from Gannon University.
Wealth Teams Alliance Inc. is an Irvine, CA firm with $224M under management, 812 clients and 12 advisers across 8 offices, as of its September 2026 filing.
Tim Latimer is an Investment Advisory Representative (IAR) of Wealth Teams Alliance. He has been involved in the California business community for the past thirty years, owning a company with offices in San Francisco, Fresno, and Long Beach that has helped the electronics, pharmaceutical, and food manufacturing industries develop quality control and packaging solutions. Latimer joined Wealth Teams Alliance in 2016.
- Wealth Teams AllianceCurrent– present · 8 yearsIrvine, CA · Adviser representative · Firm CRD 168907
Investment adviser representative registrations
Timothy Latimer is registered as an investment adviser representative in California, since February 2018.
- CaliforniaSince 2 February 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 February 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 6 October 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 10 August 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Timothy Edward Latimer
- CRD
- 6485349
- Firm
- Wealth Teams Alliance · CRD 168907
- Office
- 15520 ROCKFIELD BLVD, SUITE G, Irvine, CA 92618
- Registration
- Investment adviser registration
- In the industry since
- February 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wealth-teams.com
Where does Timothy Latimer work?
Timothy Latimer is an investment adviser representative registered through Wealth Teams Alliance Inc. since February 2018, and is not listed among the firm’s executive officers or direct owners.
Is Timothy Latimer a financial advisor?
Yes. Timothy Latimer has a current investment-adviser registration in California, through Wealth Teams Alliance since February 2018.
How many years of experience does Timothy Latimer have?
Timothy Latimer has 8 years in the financial industry, since February 2018, across 1 adviser firm.
What exams has Timothy Latimer passed?
Timothy Latimer has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in August 2015. FINRA credited Timothy Latimer with the SIE, which began in October 2018.
Where is Timothy Latimer based?
Timothy Latimer’s registered office is in Irvine, CA.
Is Timothy Latimer registered with FINRA?
No. Timothy Latimer has no current broker registration.
How can I verify Timothy Latimer’s record?
Search CRD 6485349 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Latimer’s full registration record.
