Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane D. l. Whippo is an investment advisor representative at Alpha Cubed Investments, LLC. Shane is registered with the state of California. Shane has been in the industry for several years and is a Chartered Financial Analyst. Shane’s primary area of expertise is investment management and financial planning. Shane provides services to both high-net-worth individuals and individuals other than high-net-worth.
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.
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CA
12/14/2020 - Present
Alpha Cubed Investments, LLC (IRVINE CA)
IA
Issued 08/04/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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