Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Thompson is an investment advisor representative with Alpha Cubed Investments, LLC. Nicholas is registered with the state of California and holds the Series 65 and SIE licenses. Nicholas has been with Alpha Cubed Investments, LLC since June 2024. Before joining Alpha Cubed Investments, LLC, Nicholas worked at Gradguard in Phoenix, Arizona, and Arizona State University Office of Planning & Budget in Tempe, Arizona. Nicholas specializes in providing financial planning services, portfolio management for individuals, and selecting other advisors.
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.
1
2
CA
06/25/2024 - Present
Alpha Cubed Investments, LLC (IRVINE CA)
IA
Issued 06/21/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Nicholas Thompson is the right advisor for you? Invested Better is here to help.
