Connor Keim (CRD# 6904228) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Irvine, CA and has over 6 years of experience in the finance industry.
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, LLC | Irvine, CA | Dec 2023 - Current | < 1 |
| Alpha Cubed Investments, LLC | Irvine, CA | Jun 2020 - Dec 2023 | 3 |
| Alpha Cubed Investments, LLC | Irvine, CA | Jan 2018 - May 2020 | 2 |
| University Of Nebraska | Lincoln, NE | Jan 2016 - Dec 2017 | 1 |
| Nmotion | Lincoln, NE | May 2017 - Aug 2017 | < 1 |
| Baylor Evnen | Lincoln, NE | Jan 2017 - Aug 2017 | < 1 |
| Union Bank & Trust | Lincoln, NE | Jun 2015 - Dec 2015 | < 1 |
| Nelnet | Lincoln, NE | Aug 2014 - May 2015 | < 1 |
| University Of Nebraska | Lincoln, NE | Aug 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
- CA
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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
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, SC, SD, TX, UT, VA, VI, WA, WI, WY
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