linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Hans Peter Ewert

Alpha Cubed Investments, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Hans? Claim Your Profile

About Hans Peter Ewert

Hans Peter Ewert is a registered investment advisor representative who has been in the industry since 2001. Hans is currently affiliated with Alpha Cubed Investments, LLC. Hans has experience working with both individuals and institutions. Hans provides financial planning, portfolio management, and investment advisory services to clients. Hans holds a Series 66 and Series 7 licenses.

Firm Information

Hans Ewert 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Hans Ewert’s Registration & Firm History

CA

12/08/2011 - Present

Alpha Cubed Investments, LLC (IRVINE CA)

CA

08/12/2011 - 04/03/2012

MUTUAL SECURITIES, INC. (NEWPORT BEACH CA)

FL

03/10/2010 - 08/03/2011

GWN SECURITIES INC. (PALM BEACH GARDENS FL)

MD

11/18/2009 - 12/31/2009

MEDALLION INVESTMENT SERVICES, INC. (SEVERNA PARK MD)

CA

02/01/2007 - 09/16/2009

WELLS FARGO ADVISORS, LLC (LAGUNA BEACH CA)

CA

09/26/2006 - 02/01/2007

ATLAS SECURITIES, LLC (LAGUNA BEACH CA)

CA

01/23/2002 - 09/18/2006

WELLS FARGO INVESTMENTS, LLC (NEWPORT BEACH CA)

CA

06/18/2001 - 01/08/2002

WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)

Not sure if Hans Peter Ewert is right for you?

Licenses & Designations

BOTH

Issued 05/25/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/15/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Hans Peter Ewert. Review regulatory record here.
Not sure if Hans Peter Ewert is right for you?