Advisor at Secure Investment Management, 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
Secure Investment Management, LLC
Location
Coachella, CA
Credentials
Series 63, Series 65, Series 66
Industry experience
18 years
Joseph Alcon is a financial advisor with Secure Investment Management, LLC, holding Series 63, 65, and 66 licenses and 18 years of industry experience. Prior to joining Secure Investment Management, he worked at Purshe Kaplan Sterling Investments, Keystone Wealth Services, and Fidelity Investments. He is active in several Catholic community organizations, serving as a catechist, volunteer, and technical advisor. Secure Investment Management serves individuals, business entities, trusts, and estates, providing investment advisory, portfolio management, and financial planning services. The firm employs a long-term, quantitative, factor-based approach using diversified, low-cost institutional funds and incorporates tax-managed strategies to seek tax efficiency.
Based on Secure Investment Management, LLC
Based on Secure Investment Management, LLC
Full financial plan including estate planning and asset map available for $1,300
$0.00 - $100,000.00: 0.35% $100,000.01 - $250,000.00: 0.30% $250,000.01 - $1,000,000.00: 0.20% $1,000,000.01+: 0.10%
$250 per hour with a minimum charge of $1,250 (5-hour minimum) for financial planning services
Account minimum: $25,000 (may be waived at SIM's sole discretion)
Coachella, CA
California
Secure Investment Management
2025 - Present (1 year)
Purshe Kaplan Sterling Investments
2022 - 2025 (3 years)
Keystone Wealth Services DBA Keystone Private Wealth
2022 - 2025 (3 years)
Joseph Alcon Insurance Agency
2021 - 2022 (1 year)
Farmer's Insurance
2020 - 2021 (1 year)
Unemployed
2020 - 2021 (1 year)
Fidleity Investments
2006 - 2020 (14 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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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Coryell Capital Management
CFP®, Series 63, Series 66
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Series 65
Indian Wells, CA
MacLean Capital Advisors, LLC
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