Kalpnesh
Patel
Ameritas Advisory Services, LLC
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About this Advisor
Kalpnesh Patel is a financial advisor based in Temecula, California, working with Ameritas Advisory Services, LLC. Kalpnesh has previously held positions 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. Kalpnesh has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Kalpnesh is part of Ameritas Advisory Services, LLC, which operates out of Temecula, California. The firm has 238 offices and 545 employees. The firm manages assets totaling $10.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include 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. The fee structure at Ameritas Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$10,289,301,520
545
39,033
$263,605
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
Ameritas Investment Company, LLC
Ameritas Advisory Services, LLC
Rhb Advisors
Capstone Financial Group
Rh Benefits Insurance Services, Inc
Nylife Securities LLC
Pruco Securities, LLC
Prudential Insurance Company Of America
New York Life Insurance Company
World Financial Group Insurance
Accenture Inc
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.
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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