Christopher Ashton (CRD# 4961826) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Irvine, CA and has over 18 years of experience in the finance industry. Christopher Ashton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alpha Cubed Investments | Irvine, CA | Aug 2020 - Current | 3 |
| Wells Fargo Clearing Services, LLC | Eugene, OR | May 2020 - Jul 2020 | < 1 |
| Wells Fargo Bank, Na | Eugene, OR | May 2020 - Jul 2020 | < 1 |
| Rental Property | Phoenix, AZ | Sep 2007 - May 2020 | 12 |
| Charles Schwab & Company, Inc. | Eugene, OR | May 2016 - Nov 2019 | 3 |
| Charles Schwab Bank | Eugene, OR | May 2016 - Nov 2019 | 3 |
| Rental Unit | Eugene, OR | Dec 2017 - Apr 2019 | 1 |
| Td Ameritrade | Scottsdale, AZ | Dec 2014 - May 2016 | 1 |
| Learnvest Planning Services, LLC | Tempe, AZ | Nov 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2005 |
- CA
- OR
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Total Assets Under Management2,491MILLIONS
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Total Number of Accounts4,537ACCOUNTS
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Average Account Value$549,112
- A percentage of assets under your management
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