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Sophois Sokhom

ACCELERATE RETIREMENT
Long Beach, CA 90804
Some features on this profile are disabled
CRD#: 5887039
SS

Professional summary

Sophois Sokhom, CFP® is a registered financial advisor currently at ACCELERATE RETIREMENT located in Long Beach, California.

Sophois is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Sophois has worked at 8 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Insurance Agent: Ms. Sokhom in her individual capacity, is a licensed insurance agent, and recommends the purchase of certain insurance products on a commission basis; non-investment related; less than 5 hours monthly which could be during market hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sophois Sokhom's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

May 20, 2023 - Present

ACCELERATE RETIREMENT

Office #1: 5199 E. Pacific Coast Highway Suite 202, Long Beach, CA 90804
RIA
CRD#: 325859
Long Beach, CA
Past

May 27, 2022 - June 30, 2023

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
Long Beach, CA
Past

January 27, 2022 - July 6, 2023

WEALTHSPIRE RETIREMENT ADVISORY

RIA
CRD#: 121254
ALISO VIEJO, CA
Past

July 7, 2021 - January 31, 2022

TRIAD ADVISORS LLC

BD
CRD#: 25803
Long Beach, CA
Past

December 3, 2018 - January 6, 2022

ONEDIGITAL

RIA
CRD#: 106766
Long Beach, CA
Past

November 21, 2014 - December 31, 2018

INDEPENDENT FINANCIAL PARTNERS

RIA
CRD#: 125112
Long Beach, CA
Past

November 20, 2014 - December 31, 2018

LPL FINANCIAL LLC

BD
CRD#: 6413
LONG BEACH, CA
Past

April 11, 2011 - November 24, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
LONG BEACH, CA
Past

March 21, 2011 - November 24, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
LONG BEACH, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AR
ACCELERATE RETIREMENT
ACCELERATE INVESTMENT ADVISORS LLC | TOTAL BENEFITS CA | SJE RETIREMENT | SAPERS & WALLACK | OMNI 360 RETIREMENT CONSULTING | MOGUL WEALTH STRATEGIES | FRIEDRICH FINANCIAL | FIDUCIARY BENEFITS GROUP | CYPRESS BENEFIT SOLUTIONS | COLLABORATIVE FINANCIAL GROUP | AXIAL BENEFITS GROUP | ASSOCIATED BUILDERS AND CONTRACTORS | ALKEME FINANCIAL SERVICES | ACCELERATE RETIREMENT

CRD#: 325859 / SEC#: 801-127772

RIA
Registered Investment Advisory firm - (4/28/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(5/20/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 1/6/2023
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 4/8/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/18/2011
General Securities Representative Examination

Current Firm

AR
ACCELERATE RETIREMENT
ACCELERATE INVESTMENT ADVISORS LLC | TOTAL BENEFITS CA | SJE RETIREMENT | SAPERS & WALLACK | OMNI 360 RETIREMENT CONSULTING | MOGUL WEALTH STRATEGIES | FRIEDRICH FINANCIAL | FIDUCIARY BENEFITS GROUP | CYPRESS BENEFIT SOLUTIONS | COLLABORATIVE FINANCIAL GROUP | AXIAL BENEFITS GROUP | ASSOCIATED BUILDERS AND CONTRACTORS | ALKEME FINANCIAL SERVICES | ACCELERATE RETIREMENT

CRD#: 325859 / SEC#: 801-127772

RIA
Registered Investment Advisory firm - (4/28/2023 Approved)
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Contact information

Main Address
120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656
Mailing Address
Phone number
(888) 439-7071
Established
Firm type
Fiscal year end
# of Employees
39

SEC notice filing (22 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ACCELERATE INVESTMENT ADVISORS ADV 2A 05.12.2025 (5/12/2025)

Regulatory assets under management

Total Number of Accounts704
AUM (Assets Under Management)$ 242,848,720

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ACCELERATE RETIREMENT

CRD#: 325859Long Beach, CA 90804

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