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Steven Patrick Ford

Alpha Cubed Investments, LLC

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About Steven Patrick Ford

Steven Patrick Ford is an Investment Advisor Representative with Alpha Cubed Investments, LLC. Steven has been in the financial services industry for over 15 years. He holds a Series 7, Series 63 and Series 65 license and the SIE exam. Steven has experience working with clients in a variety of financial services capacities.

Firm Information

Steven Ford 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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Steven Ford’s Registration & Firm History

CA

11/09/2015 - Present

Alpha Cubed Investments, LLC (IRVINE CA)

CA

08/21/2015 - 10/01/2015

PROTECTED INVESTORS OF AMERICA (SAN FRANCISCO CA)

CA

09/17/2010 - 12/03/2014

TD AMERITRADE, INC. (SAN MATEO CA)

CA

08/11/2009 - 12/31/2009

FINANCIAL ADVISERS OF AMERICA, LLC (DANVILLE CA)

CA

06/10/2009 - 08/14/2009

ROYAL ALLIANCE ASSOCIATES, INC. (DANVILLE CA)

CA

08/07/2002 - 12/16/2008

CITIGROUP GLOBAL MARKETS INC. (BERKELEY CA)

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Licenses & Designations

IA

Issued 12/22/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/20/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2015

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Steven Patrick Ford. Review regulatory record here.
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