Vaibhav PatelCRD 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 3 years of experience in the finance industry.
Canterbury Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sanctuary Advisors, LLC
|American Funds||Carmel, IN||Nov 2019 - Current||1|
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
CA, IN, TX
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