Samir Patel (CRD# 6597192) is an Investment Advisor Representative working at Askeladden Capital in Colleyville, TX and has over 8 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Askeladden Capital Management LLC | Colleyville, TX | Dec 2015 - Current | 8 |
| Bonanza Capital | Dallas, TX | Oct 2013 - Nov 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
- CA
- NJ
- TX
-
Total Assets Under Management87MILLIONS
-
Total Number of Accounts61ACCOUNTS
-
Average Account Value$1,424,543
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, NJ, TX
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