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Anthony Olmos

Alpha Cubed Investments, LLC

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About Anthony Olmos

Anthony Olmos is an investment advisor representative with Alpha Cubed Investments, LLC. Anthony is also registered with the state of California. Anthony has been in the securities industry since 2019 and holds the Series 63, Series 65, Series 7TO and SIE licenses. Before joining Alpha Cubed Investments, LLC, Anthony was employed with Raymond James Financial Services, Inc. Anthony is committed to providing clients with the highest quality financial advice and service. Anthony's clients include high-net-worth individuals and other individuals.

Firm Information

Anthony Olmos is currently registered with Alpha Cubed Investments, LLC. Alpha Cubed Investments, LLC is an Irvine, California-based investment advisor with over 2.4 billion in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals, and selection of other advisors services to individuals and high net worth individuals. The firm has 25 investment advisor representatives and 8 licensed agents.
Alpha Cubed Investments, LLC

18301 VON KARMAN AVE.

IRVINE, CA 92612

$2.49B

Assets Under Management

4

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anthony Olmos’s Registration & Firm History

CA

07/01/2022 - Present

Alpha Cubed Investments, LLC (IRVINE CA)

CA

11/02/2019 - 10/08/2021

RAYMOND JAMES FINANCIAL SERVICES, INC. (LAKE FOREST CA)

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Licenses & Designations

BC

Issued 11/25/2019

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/01/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/02/2019

Series 7TO - General Securities Representative Examination

BC

Issued 06/22/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony Olmos.
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