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Doni Lea Langston

Alpha Cubed Investments, LLC

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About Doni Lea Langston

Doni Lea Langston is a registered investment advisor representative with Alpha Cubed Investments, LLC in Scottsdale, Arizona. Doni Langston has been in the industry for over 20 years. Previously, Doni Langston has been registered with FIRST ALLIED SECURITIES, INC. in Scottsdale, Arizona, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in Scottsdale, Arizona and WELLS FARGO INVESTMENTS, LLC in Scottsdale, Arizona. Doni Langston has passed the Series 66 and Series 7 exams.

Firm Information

Doni Langston 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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Doni Langston’s Registration & Firm History

AZ

04/06/2022 - Present

Alpha Cubed Investments, LLC (Scottsdale AZ)

AZ

04/24/2009 - 02/25/2011

FIRST ALLIED SECURITIES, INC. (SCOTTSDALE AZ)

AZ

07/13/2007 - 04/29/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)

AZ

05/30/2001 - 07/17/2007

WELLS FARGO INVESTMENTS, LLC (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 11/07/2017

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 09/24/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/29/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Doni Lea Langston.
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