Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Patrick Condon is an investment advisor representative with Alpha Cubed Investments, LLC. William has over 20 years of experience in the financial services industry. William's experience includes working at Blackrock Investments, Inc., First Trust Portfolios L.P., WM Funds Distributor, Inc., Prudential Investment Management Services LLC, Alliance Fund Distributors, Inc., Lebenthal & Co., Inc., and Tucker Anthony Incorporated. William is licensed to provide investment advice in California and holds the Series 63, Series 65, and Series 7 licenses. William is also a Registered Investment Advisor Representative for Alpha Cubed Investments, LLC, and is registered to provide investment advisory services in California.
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
01/13/2022 - Present
Alpha Cubed Investments, LLC (IRVINE CA)
NY
04/23/2008 - 04/02/2009
BLACKROCK INVESTMENTS, INC. (NEW YORK NY)
IL
02/06/2007 - 03/13/2008
FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)
IA
12/21/2001 - 01/31/2007
WM FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
NJ
08/03/2001 - 11/09/2001
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
TN
07/10/1998 - 11/17/2000
ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)
NY
01/14/1993 - 05/13/1998
LEBENTHAL & CO., INC. (NEW YORK NY)
MA
01/23/1992 - 12/07/1992
TUCKER ANTHONY INCORPORATED (BOSTON MA)
IA
Issued 02/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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