Krupaben Patel, financial advisor Atlanta GA

Krupaben Patel

CRD Number: 7303423
Current Firm: Ameriprise Financial Services, LLC

Krupaben Patel (CRD# 7303423) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Atlanta, GA Mar 2021 - Current 1
The Vanguard Group, Inc. Charlotte, NC Oct 2020 - Jan 2021 < 1
Abound Wealth Management Franklin, TN May 2020 - Jul 2020 < 1
University Of Georgia - Volunteer Income Tax Assistance Service Athens, GA Jan 2020 - May 2020 < 1
University Of Georgia - Aspire Clinic Provider Athens, GA Jan 2020 - May 2020 < 1
University Of Georgia Athens, GA Aug 2018 - May 2020 1
Georgia State University Atlanta, GA Aug 2016 - May 2018 1
Kumon Tutoring Center Atlanta, GA Aug 2015 - Aug 2017 2
North Springs High School Sandy Springs, GA Aug 2014 - May 2016 1
Howard High School Macon, GA Aug 2013 - May 2014 < 1
Leesville High School Raleigh, NC Aug 2012 - Jun 2013 < 1
Shree Narayan Guru Ahemdabad, May 2010 - Jul 2012 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2020
S65 NASAA Investment Advisors Law Examination Nov 2021
Contact Info for Krupaben Patel
Phone Number: 612-671-3131
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    458,068
    MILLIONS
  • Total Number of Accounts
    1,860,870
    ACCOUNTS
  • Average Account Value
    $246,158
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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