linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Amrish Navnitbhai Patel

Independent Financial Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Amrish? Claim Your Profile

About Amrish Navnitbhai Patel

Amrish Patel is an investment advisor representative with Independent Financial Group, LLC. Amrish Patel is licensed in 21 states and is registered with FINRA and the SEC. Amrish Patel has been in the financial services industry since 2001. Amrish Patel has experience in various financial services areas, including portfolio management for individuals and businesses, financial planning and pension consulting. Amrish Patel's expertise in these areas makes him an effective financial advisor.

Firm Information

Amrish Patel is currently registered with Independent Financial Group, LLC. Independent Financial Group, LLC is a limited liability company formed in July 2001 and headquartered in San Diego, California. The firm offers financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $1 billion to $10 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Independent Financial Group, LLC

12671 HIGH BLUFF DR

SAN DIEGO, CA 92130

$6.75B

Assets Under Management

270

Total Clients

524

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Amrish Patel’s Registration & Firm History

AZ

07/20/2018 - Present

Independent Financial Group, LLC (SCOTTSDALE AZ)

AZ

03/25/2017 - 07/26/2018

MML INVESTORS SERVICES, LLC (TEMPE AZ)

AZ

10/23/2015 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (TEMPE AZ)

AZ

06/29/2006 - 10/23/2015

SECURITIES AMERICA, INC. (CHANDLER AZ)

AZ

11/16/2001 - 07/07/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHOENIX AZ)

Not sure if Amrish Navnitbhai Patel is right for you?

Licenses & Designations

BOTH

Issued 12/03/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2011

Series 31 - Futures Managed Funds Examination

BC

Issued 11/15/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amrish Navnitbhai Patel.
Not sure if Amrish Navnitbhai Patel is right for you?