Kunal
Patel
Merit Financial Advisors
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About this Advisor
Kunal Patel is a financial advisor based in Alpharetta, Georgia, working with Merit Financial Advisors. Kunal has previously held positions at First Bank, Nexthome Capefear, University Of North Carolina In Wilmington, Fidelity Investments, Camp Timberline, Td Bank, Cape Fear Community College, Neverstop Select Services, Cape Fear High School, United Planners Financial Services, Epco 3 Way, Ejs Wealth, Doordash, Lpl Financial LLC, and Merit Financial Advisors. Kunal has passed the Series 66 regulatory exam and is registered to provide services in Colorado and North Carolina. Currently, Kunal is part of Merit Financial Advisors, which operates out of Alpharetta, Georgia. The firm has 47 offices and 258 employees. The firm manages assets totaling $7.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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 Merit Financial Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
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Merit Financial Advisors Brokerage Details
$7,252,133,507
258
25,088
$289,068
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
Kunal Patel Work History
Lpl Financial LLC
Merit Financial Advisors
Epco 3 Way
University Of North Carolina In Wilmington
United Planners Financial Services
Ejs Wealth
Doordash
Fidelity Investments
First Bank
Nexthome Capefear
Camp Timberline
Td Bank
Cape Fear Community College
Neverstop Select Services
Cape Fear High School
Disclosures
Please visit the SEC profile of Kunal 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 Merit Financial Advisors
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Issaquah, WA
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
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