Nila Patel
Nila Patel is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Corpus Christi, TX, with 26 years of industry experience. Nila operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
10659 Leopard St, Corpus Christi, TX, 78410
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nila is involved in several outside business activities. She works as an accountant/bookkeeper for Chheda Endodontics PLLC, is a board member for NP Rentals LLC, a partner at Patel & Patel CPA's, and a partner at NBN Real Estate Investments, LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations1 state
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