Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Walsh is a financial advisor with over 30 years of experience in the industry. Currently, Todd is registered with Alpha Cubed Investments, LLC in Irvine, CA. Prior to his current position, Todd held positions at various financial firms including LPL Financial Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, PaineWebber Incorporated, Shearson Lehman Hutton Inc. and E.F. Hutton & Company Inc. Todd's areas of expertise include financial planning, pension consulting and selection of other advisors. Todd is also a registered Investment Advisor with a focus on 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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2
CA
12/08/2011 - Present
Alpha Cubed Investments, LLC (IRVINE CA)
CA
12/03/1997 - 01/28/2008
LPL FINANCIAL CORPORATION (LOS ANGELES CA)
NY
06/09/1994 - 12/09/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
12/11/1989 - 06/10/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
04/11/1988 - 01/05/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
10/24/1986 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 04/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/12/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/03/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
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