Trishul Patel, financial advisor West Palm Beach FL

Trishul Patel

CRD Number: 7093411
Current Firm: Investing Forever Advisory

Trishul Patel (CRD# 7093411) is an Investment Advisor Representative working at Investing Forever Advisory in West Palm Beach, FL and has over 4 years of experience in the finance industry. Trishul 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.

Similar Advisors
Robert Burns, financial advisor West Palm Beach FL
Robert Burns
CRD# 1690782
J.p. Morgan Securities LLC
Similar Advisors
Ali Abbas, financial advisor West Palm Beach FL
Ali Abbas
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Paul Abbott, financial advisor West Palm Beach FL
Paul J. Abbott
CRD# 6070270
Prudential Financial Planning Services
Professional Designations
Company Name Location Dates Years
Investing Forever Advisory Hummelstown, PA Feb 2019 - Current 4
Unemployed Citrus Springs, FL Oct 2018 - Jan 2019 < 1
Sandpointe Asset Management, LLC West Palm Beach, FL May 2014 - Oct 2018 4
Rmg Technology Sdn Bhd Cyberjaya, Selangor, Jun 2011 - May 2014 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2018
Contact Info for Trishul Patel
Phone Number: 973-842-6420
Registered State(s):
  • FL
Current Firm Details
Investing Forever Advisory
Firm's CRD Number: 301680
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.