Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Keim is an investment advisor representative registered with Alpha Cubed Investments, LLC. Connor has been in the financial services industry since 2014 and has experience working with various institutions, including Nelnet, Union Bank & Trust, and Baylor Evnen. Connor holds the Series 65 license and is a CFA charterholder. Alpha Cubed Investments, LLC is a Registered Investment Advisor (RIA) based in Irvine, California.
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
02/17/2018 - Present
Alpha Cubed Investments, LLC (IRVINE CA)
IA
Issued 02/17/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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