Vaibhav Patel, financial advisor Carmel IN

Vaibhav Patel

CRD Number: 6680796
Current Firm: American Funds Distributors, Inc.

Vaibhav Patel (CRD# 6680796) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Carmel, IN and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
American Funds Carmel, IN Dec 2023 - Current < 1
Onyx Capital Ventures LLC Indianapolis, IN Jan 2023 - Current 1
American Funds Carmel, IN Nov 2019 - Dec 2023 4
American Funds Carmel, IN Dec 2017 - Nov 2019 1
Nationwide Financial Columbus, OH Apr 2016 - Nov 2017 1
Checks And Balances, Inc. Manassas, VA Oct 2015 - Apr 2016 < 1
Nirali Corporation LLC Centerville, OH Dec 2010 - Oct 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2018
S65 NASAA Investment Advisors Law Examination Dec 2018
Contact Info for Vaibhav M. Patel
Phone Number: 213-486-9200
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States

CA, IN, TX

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