Vyoma Patel (CRD# 5732264) is an Investment Advisor Representative working at Strata Wealth Advisors, LLC in Dallas, 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 |
---|---|---|---|
Strata Wealth Advisors, LLC | Dallas, TX | Apr 2017 - Current | 7 |
Mutual Securities, Inc. | Camarillo, CA | Apr 2017 - Current | 7 |
Lincoln Financial Advisors Corporation | Dallas, TX | Sep 2015 - Apr 2017 | 1 |
Lincoln Financial Advisors Corporation | Virginia Beach, VA | May 2014 - Jul 2015 | 1 |
Muhlendorf Shepherd Financial - Lincoln Financial Advisors | Virginia Beach, VA | Nov 2009 - May 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- TX
-
Total Assets Under Management795MILLIONS
-
Total Number of Accounts1,065ACCOUNTS
-
Average Account Value$746,938
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CO, IL, LA, OK, TX
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