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Prachi Patel

Allstate Financial Advisors, LLC

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About Prachi Patel

Prachi Patel is a registered representative with Allstate Financial Advisors, LLC, and has been in the industry since January 2024. Prachi is licensed in New Jersey. Prachi is experienced in providing financial advice to individuals and has held previous roles at Alumni Ventures, Bloomberg LP, Rutgers Business School, and John P. Stevens High School.

Firm Information

Prachi Patel is currently registered with Allstate Financial Advisors, LLC. Allstate Financial Advisors, LLC is an investment advisor located in LINCOLN, NE. The firm has 350 investment adviser representatives and manages approximately $62,134,830 in assets for 189 individuals. They provide selection of other advisors.
Allstate Financial Advisors, LLC

151 N 8TH STREET, SUITE 450

LINCOLN, NE 68508

$62.13M

Assets Under Management

Not reported

Total Clients

326

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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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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Third party advisory fees

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Prachi Patel’s Registration & Firm History

NJ

10/15/2024 - Present

Allstate Financial Advisors, LLC (Edison NJ)

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Licenses & Designations

State Registrations

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SRO Registrations

Disclosures

There are no public disclosures for Prachi Patel.
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