Sophois Sokhom
Investment adviser representative at Accelerate Retirement
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$315.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Accelerate RetirementMay 2023 to now
- Kestra Investment Services, LLCMay 2022 to May 2023
- Nfp Retirement, Inc.Jan 2022 to Jul 2023
- Triad AdvisorsJan 2019 to Dec 2021
- Resources Investment AdvisorsDec 2018 to Dec 2021
- Independent Financial PartnersNov 2014 to Jan 2019
- LPL Financial, LLCNov 2014 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Accelerate Retirement
Legal name: Accelerate Investment Advisors LLC
$315.4MAssets managed
1,076Clients
31Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5887039
- Firm CRD
- 325859