Mahesh
Odhrani

Cambridge Investment Research Advisors, Inc

CRD#4695218
Investment Advisor
in Las Vegas, NV

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About this Advisor

Mahesh Odhrani is a certified financial planner and chartered financial consultant operating out of Las Vegas, Nevada with a total of 3 years of industry experience. Odhrani is an advisor for Cambridge Investment Research Advisors, Inc. The advisor has gained experience at Guardian Life Insurance Company Of America, Park Avenue Securities, Wealth Strategies Group and Cambridge Investment Research Advisors, Inc. Odhrani has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Nevada and Texas. Cambridge Investment Research Advisors, Inc is an advisory company that has its headquarters in Fairfield, IA. It has offices in 2,023 locations and a total of 3,352 employees. It controls $82 billion in total assets among its 461,370 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to six charitable organizations. Of its 461,370 client accounts, just 10% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Cambridge Investment Research Advisors, Inc has a number 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 management fee schedules vary depending on which service is provided. Fees billed by Cambridge Investment Research Advisors, Inc can be comprised of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

3 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

2190 E Pebble Rd. Ste. 260
Las Vegas, NV 89123

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

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

3,352

NV Average: 166
Total Number of Accounts

461,370

NV Average: 7,189
Average Account Size

$178,659

NV 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

Mahesh Odhrani Work History

Mahesh has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Cambridge Investment Research Advisors, Inc

2003 - 2020 (17 years)

Guardian Life Insurance Company Of America

2003 - 2020 (17 years)

Park Avenue Securities

2003 - 2019 (16 years)

Wealth Strategies Group

*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 Mahesh Odhrani 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

Lyndon Crawford
Des Moines, IA
Jeffrey Pratt
Portland, OR
Justin Mulholland
Ann Arbor, MI
Kevin Currutt
Cleveland, OH
James Hinson
Brentwood, TN
Enrico Bawar
Staten Island, NY
Ryan Bouchard
Kennesaw, GA
Tomas Cern
Tolland, CT

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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