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James Leroy Losey

WEALTHCARE ALLIANCE, INC.·WESTLAKE VILLAGE, California
Unclaimed Profile
2629 TOWNSGATE ROAD, WESTLAKE VILLAGE, CA 91361CRD# 2148530Firm CRD# 127470
01

About

James Leroy Losey is a registered financial advisor based in WESTLAKE VILLAGE, California, affiliated with WEALTHCARE ALLIANCE, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WEALTHCARE ALLIANCE, INC.
WEALTHCARE ALLIANCE, INC.
AUM
$89M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WEALTHCARE ALLIANCE, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2148530
Firm CRD# 127470
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Leroy Losey offer?
James Leroy Losey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTLAKE VILLAGE, California for a consultation.
What are James Leroy Losey's credentials?
James Leroy Losey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Leroy Losey located?
James Leroy Losey is based in WESTLAKE VILLAGE, California, working with WEALTHCARE ALLIANCE, INC.. Their office serves clients in the WESTLAKE VILLAGE metropolitan area and surrounding communities.
How does James Leroy Losey charge for services?
James Leroy Losey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHCARE ALLIANCE, INC.?
WEALTHCARE ALLIANCE, INC. has approximately 6 employees and manages $89M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WESTLAKE VILLAGE
Craig Elliott Skowrup — SKOWRUP C E & CODavid D Allison — WESTLAKE BIOPARTNERS, LLCKristin Wyman Horton — HAVEN CAPITAL GROUP, INC.Mitchell Steven Morrison — FINANCIAL WEST INVESTMENT GROUP, INC.Scott Allen Ryles — WESTLAKE BIOPARTNERS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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