Hratch
Panosian

Cambridge Investment Research Advisors, Inc

CRD#4173946
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Hratch Panosian is a certified financial planner working out of Scottsdale, Arizona with 10 years of relevant experience. Panosian currently works for Cambridge Investment Research Advisors, Inc. Throughout their career, Panosian has worked at Blake Mortgage, Harry Panosian, CFP®, Panosian Insurance, Hampton Realty & Investments LLC, Berthel Fisher & Company Financial Services, Inc, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Panosian maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Arizona. Cambridge Investment Research Advisors, Inc is an advisory business headquartered in Fairfield, IA. The firm has offices in 2,023 locations and a total of 3,352 advisors. It administers $82 billion in total assets among its 461,370 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves six charities and foundations. Of its 461,370 client accounts, just 10% are held by high-net-worth investors who have more than $1 million in assets available to invest. The firm provides a broad set of services, including 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. Fees charged by financial advisors usually are based on the type of financial services. 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 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

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

Office Location

17470 N Pacesetter Way Ste 124
Scottsdale, AZ 85255

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

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

3,352

AZ Average: 166
Total Number of Accounts

461,370

AZ Average: 7,189
Average Account Size

$178,659

AZ Average: $1,287,990

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

Hratch Panosian Work History

Hratch has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Cambridge Investment Research, Inc

2013 - Present (11 years)

Cambridge Investment Research Advisors, Inc

2011 - Present (13 years)

Harry Panosian, CFP®

2002 - Present (22 years)

Blake Mortgage

1997 - Present (27 years)

Panosian Insurance

2013 - 2013 (< 1 year)

Berthel Fisher & Company Financial Services, Inc

2010 - 2013 (3 years)

Hampton Realty & Investments LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Hratch Panosian 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

Gale Hopkins
Fairfield, IA
Kenneth Dehart
Charlotte, NC
Richard Habel
Salt Lake City, UT
Mitchell Robinson
Tulsa, OK
James Hinson
Brentwood, TN
Enrico Bawar
Staten Island, NY
Laurie Taylor
Ormond Beach, FL
Andrew Wittich
Houston, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, 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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