UBS Financial Services
47yrs
Top advisor by experience in Phoenix
New
Yichen Sun
Financial advisor at Cambridge Investment Research Advisors
Yichen Sun is a fiduciary financial advisor in Phoenix, Arizona, registered since Nov 2025. Yichen joined Cambridge Investment Research Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Cambridge Investment Research Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1701 advisors with offices in Phoenix, and one of 1591 fiduciaries.
At a glance
ExperienceNew to the profession (since Nov 2025)
How that compares ?New to the profession
Office2700 North Central Avenue, 12th Floor, Phoenix, AZ 85004
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 ?1 state
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
- Nov 2025 – nowCambridge Investment Research Advisors, Inc.Current firm
Contact Yichen
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for Yichen. 2700 North Central Avenue, 12th FloorPhoenix, AZ 85004Office · Get directions Instagram pageCambridge Investment Research Advisors
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Questions to ask Yichen
Tailored to Yichen’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Yichen
How do I contact Yichen?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Yichen Sun. Yichen works from the Phoenix, AZ office.
How long has Yichen been a financial advisor?
Yichen is new to the profession, registered since Nov 2025, and holds 1 license.
What licenses does Yichen hold?
Series 66. Tap any license on this page to see what it allows.
Is Yichen a fiduciary?
Yichen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Yichen 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 Yichen 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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