Ping
He
Cambridge Investment Research Advisors, Inc
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About this Advisor
Ping He is a financial advisor based out of San Jose, California with 6 years of industry experience. He is an employee of Cambridge Investment Research Advisors, Inc. During their career, the advisor has held roles at Cambridge Investment Research, Inc, Golub Group, LLC, Hitachi Data Systems Corporation, University Of California and Cambridge Investment Research Advisors, Inc. He holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in California and Texas. Cambridge Investment Research Advisors, Inc is an advisory company that has its headquarters in Fairfield, IA. The investment advisory business has offices in 2,023 locations and a total of 3,352 advisors. It handles $82 billion in assets under management among its 461,370 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 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. The company has a wide 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. Financial advisory fees largely are based on which services the firm provides the client. However, fees charged by Cambridge Investment Research Advisors, Inc most likely include some blend of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$82,427,818,654
3,352
461,370
$178,659
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
Ping He Work History
Ping has been registered as a financial advisor for 6 years.*
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
University Of California
Golub Group, LLC
University Of California
Hitachi Data Systems Corporation
*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 Ping He 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
South Haven, MI
Coral Gables, FL
Tolland, CT
Salt Lake City, UT
Roanoke, TX
Staten Island, NY
Kennesaw, GA
Fairfield, IA
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