Hans Peter Ewert

24 Years of Experience

1 DisclosureBrokerSells Insurance

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 (1)

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Employment Separation After Allegations

August 2009

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Hans is a Wealth Advisor and Senior Vice President at Alpha Cubed Investments, spending about two-thirds of his time referring individuals. He also sells annuities and insurance products as suitable for clients and works as an insurance agent, dedicating minimal time to fixed insurance sales.

Employment History

Current Registrations

The Leaders Group, INC.

April 2012 - Present · 13 yrs 10 mos

The Leaders Group, INC.Broker

April 2012 - Present · 13 yrs 10 mos

Alpha Cubed Investments, LLC

December 2011 - Present · 14 yrs 2 mos

Previous Registrations

Mutual Securities, INC.Broker

August 2011 - April 2012 · 8 mos

Trw Investments

August 2011 - November 2012 · 1 yr 3 mos

Latitude Advisors, LLC

March 2010 - August 2011 · 1 yr 5 mos

Gwn Securities INC.Broker

March 2010 - August 2011 · 1 yr 5 mos

Medallion Investment Services, INC.Broker

November 2009 - December 2009 · 1 mo

Medallion Advisory Services, LLC

November 2009 - December 2009 · 1 mo

Wells Fargo Advisors, LLCBroker

February 2007 - September 2009 · 2 yrs 7 mos

Wells Fargo Advisors, LLC

February 2007 - September 2009 · 2 yrs 7 mos

Atlas Securities, LLCBroker

September 2006 - February 2007 · 5 mos

Wells Fargo Investments, LLC

May 2002 - September 2006 · 4 yrs 4 mos

Wells Fargo Investments, LLCBroker

January 2002 - September 2006 · 4 yrs 8 mos

Wells Fargo Securities, LLCBroker

June 2001 - January 2002 · 7 mos

State Registrations9 states

AZCACOCTIDMNNVTXWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.