Anant
Patel
Transamerica Financial Advisors, Inc
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About this Advisor
Anant Patel is a financial advisor based in Modesto, California, working with Transamerica Financial Advisors, Inc. Anant has previously held positions at World Financial Group, Inc, Bw Payton, LLC, Dba Best Western Payson Inn, The Patel Joint Venture Of Northern Az, LLC Dba: Fairfield Inn, Shyam, LLC Dba Best Western Fresno Inn, Southwest Hospitality Management, LLC, Shiv Hospitality, LLC Dba Fairfield Inn & Suites, Durango Hospitality, LLC Dba La Quinta Inn & Suites, Whie, LLC Dba Holiday Inn Express, Vision Software Technology, Inc, Anant & Anita Patel Clovis Rental Home Managed By Valley Vista R, Transamerica Financial Advisors, Inc, United America Insurance Company, Bnp Lodging, LLC, High Pines Hotel, LLC, Mountain View Hotel, LLC, Cactus Hospitality, LLC, Tpso, LLC and Patel Living Trust, Dated 09/29/2000-Anant & Anita Patel. Anant has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Anant is part of Transamerica Financial Advisors, Inc, which operates out of Modesto, California. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Anant Patel Work History
Patel Living Trust, Dated 09/29/2000-Anant & Anita Patel
Tpso, LLC
Cactus Hospitality, LLC
High Pines Hotel, LLC
Mountain View Hotel, LLC
Transamerica Financial Advisors, Inc
United America Insurance Company
Bnp Lodging, LLC
World Financial Group, Inc
Durango Hospitality, LLC Dba La Quinta Inn & Suites
Whie, LLC Dba Holiday Inn Express
Anant & Anita Patel Clovis Rental Home Managed By Valley Vista R
Shiv Hospitality, LLC Dba Fairfield Inn & Suites
Bw Payton, LLC, Dba Best Western Payson Inn
Southwest Hospitality Management, LLC
Vision Software Technology, Inc
Shyam, LLC Dba Best Western Fresno Inn
The Patel Joint Venture Of Nothern Az, LLC Dba: Fairfield Inn
Disclosures
Please visit the SEC profile of Anant Patel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transamerica Financial Advisors, Inc
Concord, CA
Houston, TX
Falls Church, VA
Cedar Rapids, IA
Port Jefferson Station, NY
Cincinnati, OH
Englewood, CO
Ontario, CA
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