DL
DL

Doni Lea Langston

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningCharitable GivingFinancial Planning & CoachingReal Estate InvestingHigh Net Worth
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

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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
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Empowerment Financial Group
December 2021 - March 2022 · 3 mos
Solutions First Financial Group
October 2021 - November 2021 · 1 mo
Ae Wealth Management, LLC
July 2021 - November 2021 · 4 mos
Empowerment Financial Group
December 2017 - December 2020 · 3 yrs
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.
Doni Lea Langston - Financial Advisor | TrueAdvisor