Sagar Patel (CRD# 5058797) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fairfield, IA and has over 11 years of experience in the finance industry.
CRD# 5973251
Cambridge Investment Research Advisors, Inc.
CRD# 4864195
Cambridge Investment Research Advisors, Inc.
CRD# 4575907
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield, IA | Jan 2022 - Current | 2 |
| Cambridge Investment Research Inc. | Fairfield, IA | Jan 2022 - Current | 2 |
| Cambridge Investment Research Advisors Inc. | Fairfield, IA | Jan 2022 - Current | 2 |
| Fbl Marketing Services | West Des Moines, IA | Aug 2020 - Current | 3 |
| Fbl Financial Group | West Des Moines, IA | Jul 2020 - Current | 3 |
| Unemployed | Fairfield, IA | Jul 2019 - Jul 2020 | 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jul 2016 - Jul 2019 | 3 |
| Rda Financial Network, Inc. | Coralville, IA | Feb 2013 - Jul 2019 | 6 |
| Cambridge Investment Research Inc. | Fairfield, IA | Sep 2012 - Jul 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IA
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- Educational seminars/workshops
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