Good people and vast amount of retail (only) knowledge. Small family oriented team. Competitive offering packages and good pricing techniques but the overall structure and company is not a high...
Faris Lee Investments
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Alpha Cubed Investments is an independent SEC-registered investment advisory company based in Irvine. The firm specializes in offering income, balanced, and growth portfolios, as well as custom portfolios, primarily utilizing individual stocks and bonds with some ETFs.
With a focus on personalized investment strategies, Alpha Cubed Investments caters to clients seeking tailored financial solutions. Their expertise lies in constructing portfolios that align with each client's unique financial goals and risk tolerance.
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Just a shout out to all realtors before you submit an offer to this brokerage, make sure you get the SOC confirmed in writing. It would also be a good practice to memorialize in an email any...
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