Anant PatelCRD Number: 5613647
Current Firm: Transamerica Financial Advisors, Inc.
Anant Patel (CRD# 5613647) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Modesto, CA and has over 8 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|High Pines Hotel, LLC||Mesa, AZ||Oct 2014 - Current||2|
|Mountain View Hotel, LLC||Mesa, AZ||Oct 2014 - Current||2|
|Bnp Lodging, LLC||Fresno, CA||Nov 2012 - Current||3|
|United America Insurance Company||Mckinney, CA||Aug 2012 - Current||4|
|Transamerica Financial Advisors, Inc.||Modesto, CA||Jan 2012 - Current||4|
|Anant & Anita Patel Clovis Rental Home Managed By Valley Vista R||Clovis, CA||Aug 2007 - Current||9|
|World Financial Group, Inc.||Visalia, CA||May 2007 - Current||9|
|Durango Hospitality, Llc Dba La Quinta Inn & Suites||Las Vegas, NV||May 2007 - Current||9|
|Whie, Llc Dba Holiday Inn Express||Wickenburg, AZ||May 2007 - Current||9|
|Shiv Hospitality, Llc Dba Fairfield Inn & Suites||Fresno, CA||May 2006 - Current||10|
|Bw Payton, Llc, Dba Best Western Payson Inn||Payson, AZ||Jul 2004 - Current||12|
|The Patel Joint Venture Of Nothern Az, Llc Dba: Fairfield Inn||Flagstaff, AZ||Mar 2004 - Current||12|
|Southwest Hospitality Management, LLC||Mesa, CA||Jan 2004 - Current||12|
|Vision Software Technology, Inc.||Visalia, CA||Mar 2003 - Current||13|
|Shyam, Llc Dba Best Western Fresno Inn||Fresno, CA||Feb 1998 - Current||18|
|Swhm, LLC||Mesa, AZ||Jan 2004 - Jan 2013||9|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2008|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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
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