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John Randall Walsh

Alpha Cubed Investments, LLC

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About John Randall Walsh

John Randall Walsh is an Investment Advisor Representative registered with Alpha Cubed Investments, LLC and is licensed in California. John has been in the securities industry since June 2016. John specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. John also has experience in selecting other advisors. John is a Series 63, 66, and 7 licensed representative with the state of California and holds a Series SIE license. John previously worked at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors.

Firm Information

John Walsh 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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John Walsh’s Registration & Firm History

CA

09/25/2018 - Present

Alpha Cubed Investments, LLC (IRVINE CA)

CA

06/23/2016 - 09/20/2018

FIDELITY BROKERAGE SERVICES LLC (IRVINE CA)

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Licenses & Designations

BOTH

Issued 06/09/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/01/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/20/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Randall Walsh.
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