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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sophois? Claim Your ProfileSophois Sokhom is a financial advisor associated with Accelerate Retirement. Sophois has been in the financial industry since 2011. Sophois has experience with LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, KESTRA INVESTMENT SERVICES, LLC, Triad Advisors LLC, and NFP Retirement, Inc. Sophois holds Series 63, Series 66, Series 7 and SIE licenses and is a Certified Financial Planner. Sophois is registered with the state of California.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
05/20/2023 - Present
Accelerate Retirement (ALISO VIEJO CA)
CA
05/27/2022 - 06/30/2023
KESTRA INVESTMENT SERVICES, LLC (Long Beach CA)
CA
07/07/2021 - 01/31/2022
TRIAD ADVISORS LLC (Long Beach CA)
CA
11/20/2014 - 12/31/2018
LPL FINANCIAL LLC (LONG BEACH CA)
CA
03/21/2011 - 11/24/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LONG BEACH CA)
BC
Issued 01/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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