Anant Patel (CRD# 5613647) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Modesto, CA and has over 15 years of experience in the finance industry.
CRD# 6469228
Integral Wealth Management
CRD# 4839551
Valic Financial Advisors, Inc.
CRD# 4282201
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Patel Living Trust, Dated 09/29/2000-anant & Anita Patel | Phoenix, AZ | Jun 2022 - Current | 1 |
| Tpso, LLC | Odessa, TX | Jan 2019 - Current | 5 |
| Cactus Hospitality, LLC | Mesa, AZ | Nov 2015 - Current | 8 |
| High Pines Hotel, LLC | Mesa, AZ | Oct 2014 - Current | 9 |
| Mountain View Hotel, LLC | Mesa, AZ | Oct 2014 - Current | 9 |
| Bnp Lodging, LLC | Fresno, CA | Nov 2012 - Current | 11 |
| United America Insurance Company | Mckinney, CA | Aug 2012 - Current | 11 |
| Transamerica Financial Advisors, Inc. | Modesto, CA | Jan 2012 - Current | 12 |
| Anant & Anita Patel Clovis Rental Home Managed By Valley Vista R | Clovis, CA | Aug 2007 - Current | 16 |
| World Financial Group, Inc. | Visalia, CA | May 2007 - Current | 16 |
| Durango Hospitality, Llc Dba La Quinta Inn & Suites | Las Vegas, NV | May 2007 - Current | 16 |
| Whie, Llc Dba Holiday Inn Express | Wickenburg, AZ | May 2007 - Current | 16 |
| Shiv Hospitality, Llc Dba Fairfield Inn & Suites | Fresno, CA | May 2006 - Current | 17 |
| Bw Payton, Llc, Dba Best Western Payson Inn | Payson, AZ | Jul 2004 - Current | 19 |
| Southwest Hospitality Management, LLC | Mesa, CA | Jan 2004 - Current | 20 |
| Vision Software Technology, Inc. | Visalia, CA | Mar 2003 - Current | 21 |
| Shyam, Llc Dba Best Western Fresno Inn | Fresno, CA | Feb 1998 - Current | 26 |
| The Patel Joint Venture Of Nothern Az, Llc Dba: Fairfield Inn | Flagstaff, AZ | Mar 2004 - Sep 2021 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2008 |
- CA
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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