Scott
Hagopian

Cambridge Investment Research Advisors, Inc

CRD#722090
Investment Advisor
in Santa Rosa, CA

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About this Advisor

Scott Hagopian is a financial advisor based out of Santa Rosa, California who has 7 years of relevant experience. Hagopian is on the advisory team at Cambridge Investment Research Advisors, Inc. Their career trajectory has included roles at Bloodstock Investments, Patrick Financial Services, The Murual Life Insurance Company Of New, Protected Investors Of America, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Hagopian has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in California. Cambridge Investment Research Advisors, Inc is an advisory company operating out of Fairfield, IA. It has offices in 2,023 locations and a total of 3,352 employees. It manages $82 billion in assets under management between its 461,370 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises six charitable organizations. Of its 461,370 customer accounts, just 10% belong to high-net-worth investors who have more than $1 million in assets. Cambridge Investment Research Advisors, Inc offers a diverse array 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. A financial advisor's fees typically are based on which services are offered. However, fee types charged by Cambridge Investment Research Advisors, Inc most likely include any blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 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

111 Santa Rosa Ave Suite 330
Santa Rosa, CA 95404

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

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

3,352

CA Average: 166
Total Number of Accounts

461,370

CA Average: 7,189
Average Account Size

$178,659

CA 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

Scott Hagopian Work History

Scott has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Cambridge Investment Research, Inc

2016 - Present (8 years)

Cambridge Investment Research Advisors, Inc

1987 - Present (37 years)

Patrick Financial Services

1987 - Present (37 years)

The Murual Life Insurance Company Of New

1985 - Present (39 years)

Bloodstock Investments

1998 - 2016 (18 years)

Protected Investors Of America

*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 Scott Hagopian 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

Justin Mulholland
Ann Arbor, MI
Stacy Robinson
South Haven, MI
Tomas Cern
Tolland, CT
Richard Habel
Salt Lake City, UT
James Hinson
Brentwood, TN
Enrico Bawar
Staten Island, NY
Crescencio Alvarez
Fairfield, IA
Herbert Modrak
Glen Allen, VA

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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