TrueAdvisor
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GK

Gregory A. Korbekian

Alpha Cubed Investments, LLC
23 Years of Experience
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningCharitable GivingFinancial Planning & CoachingReal Estate InvestingHigh Net Worth
Alpha Cubed Investments, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,928 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$3.0B

Fee Structure

Location

1124 Bristol St., Costa Mesa, CA, 92626

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Alpha Cubed Investments, LLC
February 2012 - Present · 14 yrs
Previous Registrations
Trw Investments
April 2009 - November 2012 · 3 yrs 7 mos
Gak Investments, LLC
February 2009 - April 2009 · 2 mos
Gak Investments, LLC
January 2008 - January 2009 · 1 yr
LPL Financial Corporation
July 2002 - February 2008 · 5 yrs 7 mos
State Registrations4 states
CAFLNVTX
Advisor
Exams
No exam information available for this advisor.