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Glendon Charles Trullinger

Alpha Cubed Investments, LLC

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About Glendon Charles Trullinger

Glendon Trullinger is an Investment Advisor Representative, working for Alpha Cubed Investments, LLC. Glendon Trullinger is registered in California. Glendon Trullinger has been in the industry since 2012. Glendon Trullinger has passed the Uniform Investment Adviser Law Examination. Glendon Trullinger has experience in working for Alpha Cubed Investments, LLC and Newport Wealth Strategies. Glendon Trullinger provides financial planning and portfolio management services. Glendon Trullinger specializes in working with high-net-worth individuals and individuals other than high-net-worth. Glendon Trullinger also works with clients who are insurance companies, investment companies, charitable organizations, other investment advisors, pooled investment vehicles, banking or thrift institutions, business development companies, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities, and sovereign wealth funds and foreign official institutions.

Firm Information

Glendon Trullinger 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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Glendon Trullinger’s Registration & Firm History

CA

12/11/2012 - Present

Alpha Cubed Investments, LLC (IRVINE CA)

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Licenses & Designations

IA

Issued 12/08/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Glendon Charles Trullinger.
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