John WalshCRD Number: 6560689
Current Firm: Alpha Cubed Investments, LLC
John Walsh (CRD# 6560689) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Irvine, CA and has over 5 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Alpha Cubed Investments||Irvine, CA||Sep 2018 - Current||3|
|Fidelity Personal And Workplace Advisors||Boston, MA||Jul 2018 - Sep 2018||< 1|
|Fidelity Brokerage Services LLC||Irvine, CA||Apr 2016 - Sep 2018||2|
|Northwestern Mutual||Irvine, CA||Aug 2015 - Mar 2016||< 1|
|Jp Morgan Chase||Mission Viejo, CA||Oct 2014 - Jul 2015||< 1|
|Unemployed||Woodland Hills, CA||Jun 2014 - Oct 2014||< 1|
|Fresco Cafe||Goleta, CA||Oct 2013 - May 2014||< 1|
|Ucsb Events Center||Goleta, CA||Oct 2011 - Sep 2013||1|
|Alpha Cubed Investments||Irvine, CA||Aug 2012 - Sep 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2016|
|S66||NASAA Uniform Combined State Law Examination||Jun 2017|
Total Assets Under Management1,633MILLIONS
Total Number of Accounts3,527ACCOUNTS
Average Account Value$463,033
- 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
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MI, MN, MO, MT, NC, ND, NE, NM, NV, NY, OH, OR, SC, SD, TX, UT, WA, WI, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.