Igor Mokhov

CIF ADVISORS

Elk Grove, CA 95624

Some features on this profile are disabled

CRD#: 7236856

Professional summary

Igor Mokhov is a registered financial advisor currently at CIF ADVISORS INC. located in Elk Grove, California.

Igor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Igor has worked at 1 firm and has passed the Series 63 and Series 65 exams.

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.

Mr. Mokhov serves as President for Church Extension Investors Fund, Inc., a not-for-profit vehicle dedicated to offering financing for churches. It is estimated that Mr. Mokhov's efforts on behalf of Church Extension Investors Fund, Inc. represent about twenty-five percent (25%) of Mr. Mokhov's time and income. While Mr. Mokhov devotes as much time to the business and affairs of the Firm as is necessary to perform his duties, having this outside business activity creates a conflict of interest as Mr. Mokhov's obligations to this outside business takes time away from his duties performed for the Firm.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Igor Mokhov's 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®

None

Experience

Current

June 23, 2020 - Present

CIF ADVISORS INC.

Office #1: 9401 E. Stockton Blvd. Suite 240, Elk Grove, CA 95624

RIA

CRD#: 306645

Elk Grove, CA

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
(6/23/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/1/2021

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/21/2020

Uniform Investment Adviser Law Examination

Current Firm

CIF ADVISORS INC.

CRD#: 306645 / SEC#:

California

Registered Investment Advisory firm - (6/23/2020 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

9401 E. Stockton Blvd. Suite 240, Elk Grove, CA 95624

Mailing Address

Phone number

(916) 380-8171

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	93
AUM (Assets Under Management)	$ 4,179,632

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.

Similar Advisors

Jesus Zepeda

PFS INVESTMENTS INC.

SACRAMENTO, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Igor Mokhov

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Igor Mokhov's CRS (Customer Relationship Summary).

Certified licenses

Experience

CIF ADVISORS INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/1/2021

Series 65

Date: 2/21/2020

Current Firm

CIF ADVISORS INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CIF ADVISORS INC.

TRUST BUT VERIFY

Similar Advisors