Saksoknik Sopheak
Saksoknik Sopheak is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in San Diego, CA, with 16 years of industry experience. Saksoknik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4747 Executive Dr, San Diego, CA, 92121
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Saksoknik is the owner of Lesure Sopheak Holdings LLC, a holding company for real estate, a gym, and a recovery center. Saksoknik spends a few hours per week on accounting and bookkeeping for the company.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Unionbanc Investment Services, LLCBroker
Unionbanc Investment Services, LLC
AXA Advisors, LLCBroker
AXA Advisors, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations1 state
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