Anita Patel, financial advisor Campbell CA
93 score

Anita Patel

CRD Number: 4614716
Current Firm: Cambridge Investment Research Advisors, Inc.

Anita Patel (CRD# 4614716) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Campbell, CA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Jul 2010 - Current 6
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jul 2010 - Current 6
Woodbury Financial Services Campbell, CA May 2009 - Jul 2010 1
Us Census Bureau San Jose, CA Apr 2010 - Jun 2010 < 1
Financial Network San Jose, CA May 2007 - May 2009 2
Steven W Schnur Cpa San Jose, CA Nov 2008 - Feb 2009 < 1
Santa Fe Community College Santa Fe, NM Jan 2005 - Nov 2007 2
Waddell & Reed, Inc. Santa Fe, NM May 2005 - May 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2005
Contact Info for Anita J. Patel
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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