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Parimal H Patel

Liquid Strategies, LLC

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About Parimal H Patel

Parimal Patel is an investment advisor representative with Liquid Strategies, LLC. Parimal has been in the industry for over 20 years and has a wide range of experience in financial services. Parimal has held various positions at several firms, including INVESCO Distributors, Inc. and NBC Securities, Inc. Parimal is licensed to provide investment advice in Georgia. Parimal's primary focus is on providing portfolio management for individuals and investment companies. Parimal is also a partner in 4URHEALTH LLC, a boutique fitness company.

Firm Information

Parimal Patel is currently registered with Liquid Strategies, LLC. Liquid Strategies, LLC is an investment advisor based in Atlanta, Georgia. They provide portfolio management services for individuals, investment companies, and other investment advisors. They have approximately $522,670,737 in regulatory assets under management. They also serve as sub-advisors for other investment advisors.
Liquid Strategies, LLC

3550 LENOX ROAD NE

ATLANTA, GA 30326

$522.67M

Assets Under Management

2

Total Clients

5

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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sub advisor for other investment advisora

Sub advisor for other investment advisora

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.

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percentage of assets

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

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Parimal Patel’s Registration & Firm History

GA

07/10/2024 - Present

Liquid Strategies, LLC (ATLANTA GA)

GA

01/17/2024 - 03/12/2024

VOYA INVESTMENTS DISTRIBUTOR, LLC (Atlanta GA)

GA

05/26/2010 - 09/05/2023

INVESCO DISTRIBUTORS, INC. (ATLANTA GA)

AL

08/09/2004 - 05/24/2010

NBC SECURITIES, INC. (BIRMINGHAM AL)

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Licenses & Designations

BOTH

Issued 09/17/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/14/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/16/2006

Series 4 - Registered Options Principal Examination

BC

Issued 04/28/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Parimal H Patel.
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