Saratoga Research & Investment Management
41yrs
Top advisor by experience in Saratoga
9yrs
Ping He
Financial advisor at Cambridge Investment Research Advisors
Ping He has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Saratoga, California. Ping has been with Cambridge Investment Research Advisors since 2017. Cambridge Investment Research Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 43 advisors with offices in Saratoga, and one of 38 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office18809 Cox Ave. Suite. 150, Saratoga, CA 95070
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?2 states
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowCambridge Investment Research Advisors, Inc.Current firm
Questions to ask Ping
Tailored to Ping’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ping
How do I contact Ping?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Ping He. Ping works from the Saratoga, CA office.
How long has Ping been a financial advisor?
Ping has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Ping hold?
Series 66. Tap any license on this page to see what it allows.
Is Ping a fiduciary?
Ping is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ping paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Ping for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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