Advisor at Alpha Cubed Investments, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Alpha Cubed Investments, LLC
Location
Scottsdale, AZ 85260
Credentials
Series 65, Series 66
Industry experience
7 years
Based on Alpha Cubed Investments, LLC
Based on Alpha Cubed Investments, LLC
Financial planning flat fees range from $1,500 to $10,000
Some representatives are registered representatives and may accept commissions from insurance and securities sales.
Financial planning hourly fee up to $350/hour
Fee-only: Financial planning fees: hourly up to $350/hour; flat fees $1,500 to $10,000; percentage of assets under advisement up to 1%
9375 East Shea Boulevard Suite 100
Scottsdale, AZ 85260
Arizona
CapFinancial Partners, LLC. (CAPTRUST)
2026 - Present (1 year)
Alpha Cubed Investments, LLC
2022 - 2026 (4 years)
Empowerment Financial Group
2021 - 2022 (1 year)
AE Wealth Management, LLC
2021 - 2021 (1 year)
Solutions First Financial Group
2021 - 2021 (1 year)
Zions Corporate Trust
2020 - 2021 (1 year)
Empowerment Financial Group LLC
2017 - 2020 (3 years)
Empowerment Financial Group LLC
2009 - 2020 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65, Series 66
Mesa, AZ
Larson Wealth Management, LLC
CFP®, Series 63, Series 66
Scottsdale, AZ
Echelon Private Wealth LLC
Series 65
Phoenix, AZ
Betts LLC
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Series 63, Series 65
Phoenix, AZ
FMT Investment Advisory
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
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