Ashish
Phansopkar

Cambridge Investment Research Advisors, Inc

CRD#6297090
Investment Advisor
in Phoenix, AZ

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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

Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

2700 North Central Ave 12Th Floor
Phoenix, AZ 85004

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,247,302,732

AZ Average: $9,259,360,772
Total Number of Employees

3,264

AZ Average: 166
Total Number of Accounts

382,713

AZ Average: 7,189
Average Account Size

$214,906

AZ Average: $1,287,990

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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.

2017 - Present (6 years)

Cambridge Investment Research, Inc

2017 - Present (6 years)

Cambridge Investment Research Advisors, Inc

2017 - Present (6 years)

Cambridge Investment Research, Inc

2016 - 2017 (1 year)

Larry K Fox & Associates

2015 - 2015 (< 1 year)

Deere Employee Credit Union

2015 - 2015 (< 1 year)

Invest Financial Corporation

2014 - 2015 (1 year)

Lpl Financial

2012 - 2014 (2 years)

Capital One Financial Inc

2012 - 2012 (< 1 year)

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

Brian Siems
Fairfield, IA
Kellen Kaneshiro
Honolulu, HI
Mark Kaufman
Midland, TX
Anthony Rich
Saint Louis, MO
Brent Wadzita
Pensacola, FL
Jamie Hugunin
Clinton, IA
Lindsey Klinkhammer
Northfield, MN
Stephanie Olson
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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