Ravin Patel (CRD# 6345810) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Asheville, NC and has over 9 years of experience in the finance industry.
CRD# 4333814
Edward Jones
CRD# 7008925
Edward Jones
CRD# 2883544
Beacon Pointe Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Asheville, NC | Jul 2021 - Current | 2 |
| Charles Schwab Bank, Ssb | Asheville, NC | Jul 2021 - Current | 2 |
| Wells Fargo Bank, Na | Asheville, NC | Jan 2019 - Jul 2021 | 2 |
| Wells Fargo Clearing Services, LLC | Asheville, NC | Jan 2019 - Jul 2021 | 2 |
| Extended Travel | Denver, CO | Nov 2018 - Jan 2019 | < 1 |
| Wealth Vest | Denver, CO | Jun 2018 - Nov 2018 | < 1 |
| Jackson National Life Distributors | Denver, CO | Feb 2016 - Jun 2018 | 2 |
| Wells Fargo | Charlotte, NC | May 2014 - Feb 2016 | 1 |
| Suntrust Bank | Greensboro, NC | May 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2019 |
- NC
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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