Hratch Krikor Panosian

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2002 → Present
  Blake Mortgage
  Scottsdale, AZ
• 08/1997 → Present
  Panosian Insurance
  Scottsdale, AZ
• 12/2011 → Present
  Harry Panosian, Cfp
  Scottsdale, AZ
• 09/2013 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 09/2013 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Previous Registrations

• 2013-01-23 → 2013-09-16
  Berthel, Fisher & Company Financial Services, Inc.
  Scottsdale, AZ
  Cedar Rapids, IA
  Scottsdale, AZ
• 2012-10-26 → 2013-01-17
  Questar Asset Management, Inc.
  Minneapolis, MN
• 2011-04-29 → 2012-10-11
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
  Scottsdale, AZ

Other Businesses

1) HARRY PANOSIAN, CFP, 15051 N Loerland Blvd, Floor 3, Scottsdale AZ 85254, United States, 12/01/2011, Tax Preparer, Tax Services, NIR, 2 HR/MO - 0 HR/MO TRADING 2) HRATCH K. PANOSIAN D/B/A BLAKE MORTGAGE, 15051 N Kierland Blvd., 3rd Floor, Scottsdale AZ 85254 United States, 02/01/2002, Owner/ Sole Proprietor - Loan Originator, NATURE: Loan Originator, NIR, 80 HR/MO - 40 HR/MO TRADING 3) HARRY PANOSIAN INSURANCE AGENT, 15051 N Kierland Blvd., 3rd Floor, Scottsdale AZ 85254, United States, 01/1980, Agent, Insurance/Benefits/Human Resources, NIR, 10 HR/MO - 0 HR/MO TRADING 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 40 HR/MO - 10 HR/MO TRADING. 09/16/2013 5) GATEWAY FINANCIAL SERVICES, INC., 15051 N Kierland Blvd., 3rd Floor, Scottsdale AZ 85254 United States, 10/01/2013, Investment Advisor Representative, NATURE: DBA Name, INV REL, 160 HR/MO - 120 HR/MO TRADING DESCRIPTION: Independent Insurance Agent that sells fixed life/disability/P&C insurance products

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-02-27
• S63 Uniform Securities Agent State Law Examination
  2000-07-10

Designations

• Certified Financial Planner

Other Names

• Harry Blake