Careena
Patel
Kingswood Wealth Advisors, LLC
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About this Advisor
Careena Patel is a financial advisor based in Lantana, Texas, working with Kingswood Wealth Advisors, LLC. Careena has previously held positions at First Niagara Securities, Fidelity Brokerage Services LLC, Bbva Securities Inc, Compass Bank, Bbva Wealth Solutions Inc, Bbva Compass Insurance Agency, Inc, Pnc Investments, Momentum Independent Network, Kingswood Capital Partner, and Kingswood Wealth Advisors. Careena has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Careena is part of Kingswood Wealth Advisors, LLC, which operates out of Lantana, Texas. The firm has 43 offices and 80 employees. The firm manages assets totaling $1.0 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 other services. The fee structure at Kingswood Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kingswood Wealth Advisors, LLC Brokerage Details
$1,042,935,953
80
4,527
$230,381
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
- Other
Careena Patel Work History
Kingswood Capital Partner
Kingswood Wealth Advisors
Momentum Independent Network
Pnc Investments
Bbva Securities Inc
Compass Bank
Bbva Wealth Solutions Inc
Bbva Compass Insurance Agency, Inc
Fidelity Brokerage Services LLC
First Niagara Securities
Disclosures
Please visit the SEC profile of Careena 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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