Naresh Patel (CRD# 2748204) is an Investment Advisor Representative working at Avantax Advisory Services in Westford, MA and has over 27 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Insurance Agency, LLC | Westford, MA | Jan 2018 - Current | 6 |
| P&c Tax And Financial Group, Llc D/b/a James M Ree | Ashland, NH | Oct 2013 - Current | 10 |
| James M. Reera & Company | Ashland, NH | Feb 2013 - Current | 11 |
| Dada Property Management Corp | Westford, MA | Oct 2004 - Current | 19 |
| Westford Tax & Financial Group Inc. | Westford, MA | Jan 2003 - Current | 21 |
| Avantax Investment Services, Inc. | Westford, MA | May 1996 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1996 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1999 |
- MA
- NH
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, WY
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