Ashish
Phansopkar
Cambridge Investment Research Advisors, Inc
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About this Advisor
Ashish Phansopkar is a financial advisor based in Phoenix, Arizona, working with Cambridge Investment Research Advisors, Inc. Ashish has previously held positions at Lpl Financial, Deere Employee Credit Union, Invest Financial Corporation, Larry K Fox & Associates, Cambridge Investment Research, Inc, and Cambridge Investment Research Advisors, Inc. Ashish has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Ashish is part of Cambridge Investment Research Advisors, Inc, which operates out of Phoenix, Arizona. The firm has 2,192 offices and 3,312 employees. The firm manages assets totaling $87.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Cambridge Investment Research Advisors, Inc includes asset-based, hourly, fixed, commission-based, and other fees.
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Cambridge Investment Research Advisors, Inc Brokerage Details
$87,368,733,496
3,312
448,526
$194,791
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
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
Disclosures
Please visit the SEC profile of Ashish Phansopkar 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 Cambridge Investment Research Advisors, Inc
Greenville, IL
Grand Junction, CO
Rochester, MI
Deerfield, IL
Camp Hill, PA
Dothan, AL
Massena, NY
Ramsey, MN
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