Brian
Kofoed
Alpha Cubed Investments, LLC
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About this Advisor
Brian Kofoed is a financial advisor based in Irvine, California, working with Alpha Cubed Investments, LLC. Brian has previously held positions at Arista Wealth Management, LLC, Fidelity Investments, and Alpha Cubed Investments, LLC. Brian has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Nevada. Currently, Brian is part of Alpha Cubed Investments, LLC, which operates out of Irvine, California. The firm has 7 offices and 35 employees. The firm manages assets totaling $2.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Alpha Cubed Investments, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Alpha Cubed Investments, LLC Brokerage Details
$2,491,321,794
35
4,537
$549,112
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Brian Kofoed Work History
Arista Wealth Management, LLC
Alpha Cubed Investments, LLC
Fidelity Investments
Fidelity Investments
Fidelity Investments
Fidelity Investments
Disclosures
Please visit the SEC profile of Brian Kofoed 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
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