Dhansukhbhai PatelCRD Number: 3053958
Current Firm: State Farm Investment Management Corp.
Dhansukhbhai Patel (CRD# 3053958) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Chula Vista, CA and has over 21 years of experience in the finance industry.
Paradigm Shift Financial, LLC
Lpl Financial LLC
Commonwealth Financial Network
|State Farm Investment Management Corp.||Chula Vista, CA||Aug 2019 - Current||2|
|State Farm Vp Management Corp.||Chula Vista, CA||Apr 1998 - Current||23|
|Dhansukhbhai Patel Insurance Agency||Chula Vista, CA||Oct 1984 - Current||37|
|State Farm Vp Management Corp.||Bonita, CA||Jan 2020 - Jul 2020||< 1|
|Dhansukhbhai Patel Insurance Agency||Bonita, CA||Jan 2020 - Jul 2020||< 1|
|State Farm Investment Management Corp.||Bonita, CA||Jan 2020 - Jul 2020||< 1|
|State Farm Investment Management Corp||Chula Vista, CA||Oct 2018 - Jul 2019||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2000|
|S65||NASAA Investment Advisors Law Examination||Aug 2019|
Total Assets Under Management9,674MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$2,418,560,162
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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