Doni
Langston
Alpha Cubed Investments, LLC
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About this Advisor
Doni Langston is a financial advisor based in Scottsdale, Arizona with a total of 1 year of relevant experience. Langston is on the advisory team at Alpha Cubed Investments, LLC. The advisor has gained experience at Empowerment Financial Group LLC, Ae Wealth Management, LLC, Empowerment Financial Group, Alpha Cubed Investments, LLC, Solutions First Financial Group and Zions Corporate Trust. Langston maintains Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Arizona. Alpha Cubed Investments, LLC is a registered investment business operating out of Irvine, CA. The company has offices in seven locations and a total of 35 financial advisors. It administers $2 billion in assets among its 4,082 customer accounts, placing it among the largest firms in the United States by assets under management. Of its 4,082 accounts, 52% belong to high-net-worth clients who have greater than $1 million in investable assets. The company has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice largely vary depending on which services are offered. However, fee types charged by Alpha Cubed Investments, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alpha Cubed Investments, LLC Brokerage Details
$1,955,324,378
35
4,082
$479,011
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Doni Langston Work History
Doni has been registered as a financial advisor for 1 years.*
Alpha Cubed Investments, LLC
Ae Wealth Management, LLC
Empowerment Financial Group
Solutions First Financial Group
Zions Corporate Trust
Empowerment Financial Group LLC
Empowerment Financial Group LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Doni Langston to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alpha Cubed Investments, LLC
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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