Ashish
Phansopkar
Cambridge Investment Research Advisors, Inc
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About this Advisor
Ashish Phansopkar is a financial advisor based out of Phoenix, Arizona, with 10 years of financial industry experience. Phansopkar is an employee of Cambridge Investment Research Advisors, Inc. Throughout their career, Phansopkar has worked at Lpl Financial, Capital One Financial Inc, Htm Hydraulics India LTD, Deere Employee Credit Union, Invest Financial Corporation, Larry K Fox & Associates, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Phansopkar maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Arizona. Cambridge Investment Research Advisors, Inc is a registered investment firm that has its headquarters in Phoenix, Arizona. The company has offices in 2,023 locations and a total of 3,264 advisors. It administers $82 billion in assets between its 382,713 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to five charitable organizations. Of its 382,713 client accounts, just 11% are held by high-net-worth investors who have more than $1 million in assets available to invest. The company provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Financial management fees largely are based on which services the firm provides the client. However, fees charged by Cambridge Investment Research Advisors, Inc most likely consist of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$82,247,302,732
3,264
382,713
$214,906
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Market timing services
- Educational seminars/workshops
Ashish Phansopkar Work History
Ashish has 10 years of experience.
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Larry K Fox & Associates
Deere Employee Credit Union
Invest Financial Corporation
Lpl Financial
Capital One Financial Inc
Htm Hydraulics India LTD
Disclosures
Ashish Phansopkar has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cambridge Investment Research Advisors, Inc
Fairfield, IA
Honolulu, HI
Midland, TX
Saint Louis, MO
Pensacola, FL
Clinton, IA
Northfield, MN
San Anselmo, CA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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