Deven Patel (CRD# 7574078) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Gainesville, GA and has 1 year of experience in the finance industry.
CRD# 3012105
Lpl Financial LLC
CRD# 1742325
Edward Jones
CRD# 3154271
Morgan Stanley
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gainesville High School Lacrosse | Gainesville, FL | Nov 2023 - Current | < 1 |
| Raymond James Financial Services Advisors, Inc. | Gainesville, GA | Feb 2023 - Current | 1 |
| Bleakley Financial Group | Atlanta, GA | Jul 2022 - Feb 2023 | < 1 |
| University Of Georgia | Athens, GA | Aug 2019 - Aug 2022 | 3 |
| Johnny's Pizza | Athens, GA | Oct 2021 - Jul 2022 | < 1 |
| Hits Tap Room | Braselton, GA | Jul 2020 - Jul 2022 | 2 |
| Southern Steel Specialist | Gainesville, GA | May 2019 - Aug 2021 | 2 |
| Marco's Pizza | Flowery Branch, GA | May 2015 - May 2021 | 6 |
| Georgia Southern University | Statesboro, GA | Aug 2017 - Aug 2019 | 2 |
| Buford High School | Buford, GA | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- GA
-
Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
-
Average Account Value$279,591
- 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)
- Educational seminars/workshops
- Other
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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