Unclaimed Profile

Todd Randall Walsh

ALPHA CUBED INVESTMENTS, LLC·IRVINE, California

Series 3, Series 7, Series 8, Series 63, Series 6528 years registeredALPHA CUBED INVESTMENTS, LLC

18301 VON KARMAN AVE., IRVINE, CA 92612CRD# 1571625Firm CRD# 159347

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Todd Randall Walsh · IRVINE, CA

Registration

CRD #1571625 · ALPHA CUBED INVESTMENTS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Feb 2026 – present

LEHRER MANAGEMENT CO INC

Nov 2012 – Oct 2013

SAN JOSE, CA

ALPHA CUBED INVESTMENTS, LLC

Dec 2011 – Apr 2026

COSTA MESA, CA

TRW INVESTMENTS

Jan 2008 – Dec 2012

NEWPORT BEACH, CA

LPL FINANCIAL CORPORATION

Dec 1997 – Jan 2008

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · December 18, 1997

Years registered · 28

Disclosure History

1994Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ALPHA CUBED INVESTMENTS, LLC

CRD 159347 · SEC 801-77372

AUM

$2.5B

Regulatory assets under management

Employees

4,537 client accounts

Services offered by ALPHA CUBED INVESTMENTS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALPHA CUBED INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Todd Randall Walsh offer?

Todd Randall Walsh specializes in Financial Planning, Investment Management. Contact their office in IRVINE, California for a consultation.

What are Todd Randall Walsh's credentials?

Todd Randall Walsh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Todd Randall Walsh located?

Todd Randall Walsh is based in IRVINE, California, working with ALPHA CUBED INVESTMENTS, LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

How does Todd Randall Walsh charge for services?

Todd Randall Walsh's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALPHA CUBED INVESTMENTS, LLC?

ALPHA CUBED INVESTMENTS, LLC has approximately 35 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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