Eddie Patel, CFP®
| Other Names: | Eddie Ghanshyambhai Patel, Eddie Patel |
|---|---|
| Firm: | Eddie Patel, Inc |
| Advisor Location: | Orland Park, IL |
| Advisor AUM: | $2,000,000 |
| Advisor Primary Clients: | Individuals |
| Type: | Dual Registration |
Description
Eddie Patel, CFP® is a representative at Eddie Patel, Inc in Orland Park, IL. Eddie Patel, Inc primarily manages accounts for individuals, high net worth individuals, and corporations or other businesses and has more than $2M in assets under management. This advisor is dually registered with FINRA and the SEC. This advisor's firm is state-registered.
BrightScope Advisor Metrics
Answers and Guides
Level 8
Level 8 Contributor
18 Answers and 1 Financial Guide
Top Answers
Answered Jan 26, 2012
near Orland Park, IL
You are on to the right track. I was able to secure a junior credit card at just age 17 with my father as a cosigner. My credit quickly escalated over the following 2 years to the point where I was receiving multiple credit offers. Get them a card in
...(more)
Answered Jan 26, 2012
near Orland Park, IL
No-cost mortgages don’t eliminate closing costs, they are simply wrapped into the loan balance and are then paid over time. I see a lot of people who get sales calls from mortgage brokers talking about these "no closing cost" mortgages but the devil is
...(more)
Answered Feb 03, 2012
near Orland Park, IL
Let me preface by saying I am not 100 percent certain about my response here, but my general response would be that the rule of thumb is, if you live and earn wages in the us, you pay federal income taxes in the US, without regard to your immigrant status.
...(more)
Top Guides
Attention High Income Earners, Learn the Secret Backdoor to a Tax Free Retirement
Published Jan 26, 2012
Although there was a media blitz on this topic back in 2010, ROTH conversions have not taken hold to nearly the degree I think they should have when the income limit was lifted. A ROTH
...(more)
*Answers and guides are provided without compensation.
Advisor Information
Advisor Assets Under Management
$2.0M
Total Assets
80
Clients
$25.0K
Estimated Average Account Balance Per Client
*An individual AUM and number of accounts has been entered by the advisor and has not been verified.
Advisor Client Types
| Individuals | 80% | |
| High Net Worth Individuals | 10% | |
| Corporations or Other Businesses | 10% |
*The Client Types data displayed has been entered by the advisor and has not been verified.
Experience and Employment History
| Employer | Years | Dates |
|---|---|---|
| Eddie Patel, Inc | 3 years, 10 months | Aug 2008 - Present |
| Action Insurance Strategies, Inc. | 4 years, 9 months | Sep 2007 - Present |
| Brown & Element | 1 year, 1 month | Dec 2006 - Jan 2008 |
| Sharq Management, Inc. | 3 years, 2 months | Oct 2003 - Dec 2006 |
| Jmp Engineering Inc. | 5 years, 8 months | Jan 1998 - Sep 2003 |
*Experience and Employment History information reflects the past 10
years of employment as reported on the SEC ADV filing as of 11/01/2011, and is not a complete representation of the advisor's experience and
employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm
and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.
Licenses and Conduct
| Regulator |
|
|
|---|---|---|
| License Status |
Registered
|
Registered
|
| Disclosures |
No Disclosures Found |
No Disclosures Found |
| As of Date |
11/01/2011
|
11/01/2011
|
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.
Advisor Exams
| Exam | Series | Passed Date |
|---|---|---|
| Uniform Investment Adviser Law Examination | Series 65 | 08/19/2008 |
| Uniform Securities Agent State Law Examination | Series 63 | 12/09/2000 |
| Investment Company Products/Variable Contracts Representative Examination | Series 6 | 12/07/2000 |
Advisor Compensation Arrangements
