Kalpnesh
Patel

Ameritas Advisory Services, LLC

CRD#6957516
Investment Advisor
in Temecula, CA

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About this Advisor

Kalpnesh Patel is a financial advisor who works in Temecula, California. Patel currently works for Ameritas Advisory Services, LLC. Throughout their career, Patel has worked at Nylife Securities LLC, New York Life Insurance Company, Accenture Inc, World Financial Group Insurance, Pruco Securities, LLC, Rh Benefits Insurance Services, Inc, Prudential Insurance Company Of America, Ameritas Investment Company, LLC, Ameritas Advisory Services, LLC, Rhb Advisors and Capstone Financial Group. Patel holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Ameritas Advisory Services, LLC is a firm based in Lincoln, NE. It has offices in 248 locations and a total of 592 financial advisors. It administers $9 billion in total assets across its 35,218 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 38 charitable organizations. Of its 35,218 accounts, just 2% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees billed by Ameritas Advisory Services, LLC most likely are comprised of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

41593 Winchester Rd Ste 200
Temecula, CA 92590

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$8,534,798,484

CA Average: $1,978,216,465
Total Number of Employees

592

CA Average: 226
Total Number of Accounts

35,218

CA Average: 7,467
Average Account Size

$242,342

CA Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Kalpnesh Patel Work History

Kalpnesh has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Ameritas Investment Company, LLC

2023 - Present (1 year)

Ameritas Advisory Services, LLC

2023 - Present (1 year)

Rhb Advisors

2023 - Present (1 year)

Capstone Financial Group

2019 - Present (5 years)

Rh Benefits Insurance Services, Inc

2019 - 2019 (< 1 year)

Nylife Securities LLC

2019 - 2023 (4 years)

Pruco Securities, LLC

2019 - 2023 (4 years)

Prudential Insurance Company Of America

2018 - 2019 (1 year)

New York Life Insurance Company

2017 - 2018 (1 year)

World Financial Group Insurance

2009 - 2017 (8 years)

Accenture Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kalpnesh 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 Ameritas Advisory Services, LLC

Eric Stevens
Exeter, CA
Neil Limcangco
San Jose, CA
Christopher Riel
San Ramon, CA
Nicholas Mccleary
Dewitt, MI
Clemens Szymanowski
Perrysburg, OH
Amanda Ross
Appleton, WI
Craig Hausz
Dallas, TX
Elizabeth Fowlks
Sudbury, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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