Resources Investment Advisors
Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Resources Investment Advisors Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Resources Investment Advisors
Lpl Financial, LLC
Independent Financial Partners
Long Beach Consulting Group
Sophois Sokhom has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Resources Investment Advisors
San Diego, CA