Amit Patel, financial advisor Sanford FL
93 score

Amit Patel

CRD Number: 5971877
Current Firm: H.d. Vest Advisory Services, Inc.

Amit Patel (CRD# 5971877) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Sanford, FL and has over 5 years of experience in the finance industry. Amit Patel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
H.d. Vest Advisory Services Sanford, FL Dec 2011 - Current 5
H.d. Vest Investment Services Sanford, FL Aug 2011 - Current 5
A.p. Accounting & Tax Services, P.l. Sanford, FL May 2011 - Current 5
Key's Liquor, Inc. Umatilla, FL Jan 2008 - Current 8
Toro Accounting & Consulting Services, LLC Altamonte Springs, FL Dec 2010 - Jun 2011 < 1
Anp Llcs Eustis, FL Jul 2008 - Dec 2010 2
Nova Southeastern University Fort Lauderdale, FL Aug 2006 - Dec 2008 2
Day's Inn Hotel Gainesville, FL May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2011
Contact Info for Amit Patel
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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