Sophois
Sokhom

Resources Investment Advisors

CRD#5887039
Investment Advisor
in Long Beach, CA

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About this Advisor

Sophois Sokhom is a certified financial planner whose office is in Long Beach, California. Currently a registered advisor with Resources Investment Advisors, Sokhom has 11 years of professional experience. Sokhom has a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Sokhom is able to serve customers in California. Sokhom has gained experience at Merrill Lynch, Long Beach Consulting Group, Lpl Financial, LLC, Independent Financial Partners and Resources Investment Advisors. Resources Investment Advisors is based out of Long Beach, California, and has 41 other locations in the country. As a company, Resources Investment Advisors manages $25 billion in assets throughout 10,021 client accounts and retains more than 200 people. The level of assets currently under the firm's management makes it one of the largest firms in the country. The firm manages 8,592 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 6% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Resources Investment Advisors offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

5199 E. Pacific Coast Highway Suite 602
Long Beach, CA 90804

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Resources Investment Advisors Brokerage Details

Total Assets Under Management

$24,827,437,613

CA Average: $2,243,162,756
Total Number of Employees

200

CA Average: 44
Total Number of Accounts

10,021

CA Average: 4,091
Average Account Size

$2,477,541

CA Average: $548,316

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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

Sophois Sokhom Work History

Sophois has 12 years of experience.

2018 - Present (2 years)

Resources Investment Advisors

2014 - Present (6 years)

Lpl Financial, LLC

2014 - Present (6 years)

Independent Financial Partners

2011 - 2014 (3 years)

Merrill Lynch

2008 - 2010 (2 years)

Long Beach Consulting Group

Disclosures

Sophois Sokhom has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Resources Investment Advisors

Tami Heinrichs
Hastings, NE
James Carmichael
Houston, TX
James Battmer
Leawood, KS
Tyler Bernards
Midvale, UT
Brandon Kempin
Leawood, KS
Thomas Alford
San Diego, CA
Jonathan Erwin
Greenville, SC
Jennifer Jones
Troy, MI

This content was compiled from the SEC and FINRA.

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