Devang Patel (CRD# 4583282) is an Investment Advisor Representative working at Commonwealth Financial Network in Cranford, NJ and has over 21 years of experience in the finance industry. Devang Patel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Jul 2020 - Current | 3 |
| Innovative Financial Solutions Nj LLC | Iselin, NJ | Jan 2017 - Current | 7 |
| Innovative Financial Solutions, Inc. | Iselin, NJ | Jan 2017 - Current | 7 |
| Mml Investors Services, LLC | Iselin, NJ | Mar 2017 - Jul 2020 | 3 |
| Msi Financial Services, Inc. | Tinton Falls, NJ | Oct 2002 - Mar 2017 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2002 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2003 |
- MD
- NJ
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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