Nimish Patel, financial advisor Johns Creek GA

Nimish Patel

CRD Number: 2601892
Current Firm: A & P Wealth Management

Nimish Patel (CRD# 2601892) is an Investment Advisor Representative working at A & P Wealth Management in Johns Creek, GA and has over 28 years of experience in the finance industry. Nimish 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
A & P Wealth Management Johns Creek, GA Aug 2015 - Current 8
Fsc Securities Corporation Atlanta, GA Apr 2007 - Aug 2015 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1995
S66 NASAA Uniform Combined State Law Examination Mar 2000
Disclosure Information

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
Contact Info for Nimish N. Patel
Phone Number: 470-223-1651
Registered State(s):
  • GA
Current Firm Details
A & P Wealth Management
Firm's CRD Number: 281261
By the Numbers
  • Total Assets Under Management
    9
    MILLIONS
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $134,521
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

GA

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