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Christopher Matthew Bougeokles

Alpha Cubed Investments, LLC

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About Christopher Matthew Bougeokles

Christopher Bougeokles is a financial advisor who works with Alpha Cubed Investments, LLC. Christopher has been in the financial services industry for over 15 years and has a strong background in helping clients reach their financial goals. Christopher has a Series 7 and Series 66 license, as well as the SIE exam, and has been working at Alpha Cubed Investments, LLC since November 2022. Christopher is a Certified Financial Planner™ and also provides talent management services outside of his financial advising work. Christopher has extensive experience working with both high-net-worth individuals and individuals other than high-net-worth.

Firm Information

Christopher Bougeokles 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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Christopher Bougeokles’s Registration & Firm History

CA

11/03/2022 - Present

Alpha Cubed Investments, LLC (IRVINE CA)

CA

10/15/2007 - 10/24/2022

A.G.P. / ALLIANCE GLOBAL PARTNERS (NEWPORT BEACH CA)

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Licenses & Designations

BOTH

Issued 10/23/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Christopher Matthew Bougeokles. Review regulatory record here.
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