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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Ashton is a financial advisor with Alpha Cubed Investments, LLC. Christopher has been in the financial services industry since 2005 and has held various roles at different firms. Christopher has a strong background in financial planning and portfolio management. Christopher has passed the Series 66, Series 7, Series 9, Series 10 and Series 24 exams. Christopher is also a Certified Financial Planner.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
08/04/2020 - Present
Alpha Cubed Investments, LLC (IRVINE CA)
OR
06/03/2020 - 08/04/2020
WELLS FARGO CLEARING SERVICES, LLC (EUGENE OR)
OR
06/24/2016 - 12/02/2019
CHARLES SCHWAB & CO., INC. (Eugene OR)
AZ
01/14/2015 - 05/23/2016
TD AMERITRADE, INC. (SCOTTSDALE AZ)
AZ
03/27/2006 - 09/17/2013
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
07/20/2005 - 03/03/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHOENIX AZ)
BOTH
Issued 10/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/25/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/08/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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